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Michael John Martinez

Investment adviser representative at The Pension Group
4 yearsExperience
6 statesRegistered in
$182.4MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

4 years in the industry.

  1. The Pension GroupApr 2018 to now
  2. One Resource Group Wealth Management LLC (dba the Pension Group)Sep 2014 to now
  3. Madison Avenue Securities, LLCOct 2017 to Apr 2018
  4. Kovack Advisors, Inc.Oct 2014 to Oct 2017
  5. Kovack Securities, Inc.Oct 2014 to Oct 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2003
  • Series 63 · Uniform Securities Agent State Law2004

State registrations

Registered as an investment adviser representative in 6 states (AL, CA, FL, NC, OH, SC).

The Pension Group

Legal name: One Resource Group Wealth Management LLC

$182.4MAssets managed
599Clients
1Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2978914
Firm CRD
293819
Advisor's SEC record (opens in a new tab)
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