Steven Michael Martinez
Investment adviser representative at Kinetic Investment Management, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$450.9MFirm 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
- Seminars and workshops
Experience
16 years in the industry.
- Kinetic Investment Management, Inc.May 2026 to now
- Steven Michael Financial GroupJun 2010 to now
- Regal Investment Advisors, LLCFeb 2019 to May 2026
- Secure Investment Managment, LLCMay 2016 to Jan 2019
- J.D. Mellberg FinancialMay 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kinetic Investment Management, Inc.
$450.9MAssets managed
1,460Clients
27Advisers
6 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
- 5687442
- Firm CRD
- 283034