Pete Martinez
Overland Park, Kansas, 66210
Member Since 2011
At IFS we believe that investing is a process, not a product. That is why we don\'t lead with a product to satisfy your investment needs. We lead with you and listen to your concerns. Then we create a personalized investment strategy that comes out of your financial circumstances and toward your investment goals.
We believe investing is personal and grows from understanding your unique situation. IFS strives to learn more about our client\'s investment goals. We insist on meeting with you face-to-face and engaging you in your financial plan. We do not outsource the financial advice you receive or the management of your money either. This is why we believe a sound financial plan is built from experience and insight.
My Location
Background Information
Years of Financial Experience
- 17
Education
- Baker University (MBA)
- Central Missouri State University (BS Finance)
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Primary Custodian(s)
- National Financial Services
- Pershing
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Bi-Monthly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually, annually and upon request
- I review my clients' investment portfolios with them quarterly, semi-annually, annually and upon request
Registration & Licensing
- CRD/IARD Number: 2557989
- Securities Registrations: Series 7, Series 24, Series 63, Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: IFS Advisors, LLC
- Broker/Dealer: National Planning Corporation
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View StatementSecurities and advisory services offered through National Planning Corporation (NPC), member FINRA/SIPC, a registered investment advisor. Additional advisory services offered through IFS Advisors, LLC (IFSA), a Registered Investment Advisor. IFSA, Insight Financial Services and NPC are separate and unrelated companies.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Commodities, REITs, Equity
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health, Business
Visit Website - http://www.IFSAdvisors.com
