Derek Jacob Martin
Investment adviser representative at 56 Capital Partners, Ltd
14 yearsExperience
8 statesRegistered in
ChFC®, CFP® certificationDesignations
$113.3MFirm 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
Experience
14 years in the industry.
- 56 Capital Partners, Ltd.Nov 2017 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Nov 2017
- Northwestern Mutual Investment Services, LLCMay 2012 to Nov 2017
- Northwestern Mutual Life Insurance CompanyMay 2012 to Nov 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 8 states (CA, CO, GA, IN, MI, MT, TX, VA).
56 Capital Partners, Ltd
$113.3MAssets managed
262Clients
4Advisers
Under 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
- 6059805
- Firm CRD
- 290938