Kenneth Sherman Holmes
Investment adviser representative at Martinsen Wealth Management
17 yearsExperience
1 stateRegistered in
$143.2MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Martinsen Wealth ManagementAug 2024 to now
- Walter Holmes Clu Inc dba Holmes Financial ServicesJun 2009 to now
- First Advisors National, LLCNov 2021 to Jan 2025
- Fsc Securities CorporationJul 2009 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Martinsen Wealth Management
Legal name: Martinsen Wealth Management, LLC
$143.2MAssets managed
366Clients
7Advisers
2 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
- 5652653
- Firm CRD
- 332433