badge

Paladin Research Report For:

Norbert Martz

Prudential Advisors

ChFC®
2701 Cambridge Ct
Auburn Hills, MI 48236
586-596-8662

About Norbert Martz

As a financial advisor, my passion lies in helping individuals and families build a strong financial foundation for the future while still enjoying the present. I bring a family-first mindset to everything I do, because I live it myself every day.

I'm a proud husband to my amazing wife, Briana, and a dedicated father to our two daughters, Stella and Sofia. Were also excited to be welcoming our baby boy this November. Family is at the heart of my life and the driving force behind my commitment to helping others secure their own legacies.

Outside the office, I stay busy attending my daughters dance and sports events, traveling with my family, golfing when I get the chance, and enjoying Michigan's summer months outdoors. During the colder seasons, I make it a point to escape to warmer destinations something I've found many of my clients can relate to!

My approach to financial advising is rooted in building real relationships. I take the time to understand what truly matters to my clients whether its preparing for retirement, funding college, building wealth, or protecting loved ones and create personalized strategies that align with their values and goals.

Having worked with people at all stages of life, I know that financial planning isn't one-size-fits-all. That's why I focus on clear communication, tailored guidance, and ongoing support. My goal is to give my clients the confidence to enjoy the life they're working hard to build.

Whether you're just getting started or fine-tuning a lifelong plan, Im here to help you navigate your financial journey with clarity, purpose, and a personal touch.

See Disclosures

General Information

Firm Start Year
  • 2014
automated call
  • Yes
CRD#
  • 6267049
Firm CRD#
  • 8733
Insurance License#
  • 17198426
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • ChFC®
Securities Licenses
  • Series 6, Series 63
Insurance and Annuity Licenses
  • Annuity, Health, Life, Variable Annuity, Variable Life, Accident, Property, Casualty

Compensation and Fees

Compensation Methods
  • Flat Fee, Hourly, Based on Assets, Commissions

Education

Bachelor Degree - Finance

Walsh College
01/2007 -06/2010

Bachelor Degree - Finance

Walsh College
01/2007 -06/2010

Disclosures

Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf