Michele L Martin
Investment adviser representative at Prosperity - An Eisneramper Company
12 yearsExperience
3 statesRegistered in
ChFC®Designation
$5BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Prosperity - An Eisneramper Company Securities LLCMar 2026 to now
- Prosperity - An Eisneramper CompanyJul 2023 to now
- Eag Wealth Management Strategies, LLCMar 2023 to now
- Dai Securities, LLCMay 2019 to now
- Advisornet Wealth ManagementNov 2016 to Jul 2023
- Cetera Advisor Networks, LLCNov 2016 to Dec 2018
- Triad Advisors, Inc.Dec 2014 to Nov 2016
- Triad Hybrid Solutions, LLCDec 2014 to Nov 2016
- Lurie Wealth AdvisorsJul 2014 to Jul 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (FL, MN, TX).
Prosperity - An Eisneramper Company
Legal name: The Prosperity Consulting Group, LLC
$5BAssets managed
2,412Clients
65Advisers
11 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
- 5653595
- Firm CRD
- 133777