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Martin Daniel Link

Investment adviser representative at Blue Water Wealth
18 yearsExperience
3 statesRegistered in
$472.8MFirm assets
8 yearsFirm 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 assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. Blue Water WealthFeb 2022 to now
  2. Kathleen M. Kendziorski, CfpOct 2008 to Jan 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 3 states (OR, TX, WA).

Blue Water Wealth

Legal name: Blue Water Wealth, Inc.

$472.8MAssets managed
404Clients
10Advisers
8 yearsIn 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
5148116
Firm CRD
164432
Advisor's SEC record (opens in a new tab)
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