Samuel Martinez
Investment adviser representative at Wealthquest Corporation
11 yearsExperience
1 stateRegistered in
$2.2BFirm assets
20 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
- Pension consulting
Experience
11 years in the industry.
- Wealthquest CorporationMay 2021 to now
- The Prudential Insurance Company of AmericaJun 2019 to Apr 2021
- Pruco Securities LLCJan 2019 to Apr 2021
- Suncast CorporationMay 2018 to Aug 2018
- Taylor UniversityFeb 2016 to May 2019
- West Chicago Park DistrictJun 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wealthquest Corporation
$2.2BAssets managed
1,593Clients
16Advisers
20 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
- 7087911
- Firm CRD
- 141473