Bret Schultz
Investment adviser representative at Martin & Company
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$336.2MFirm 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
10 years in the industry.
- Martin & CompanyJun 2026 to now
- Martin Advisors LLCJun 2026 to now
- Cetera Investment Advisers LLCSep 2025 to May 2026
- Cetera Wealth Services, LLCSep 2025 to May 2026
- Avantax Investment Services, Inc.Feb 2021 to Sep 2025
- Avantax Advisory ServicesDec 2020 to Sep 2025
- Avantax Insurance Agency, LLCDec 2020 to Sep 2025
- Wavelength Insurance ConsultingMar 2020 to Nov 2020
- The Lead Masters Insurance Marketing AgencyJan 2016 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Martin & Company
Legal name: Martin Advisors LLC
$336.2MAssets managed
250Clients
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
- 7318932
- Firm CRD
- 342180