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Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
Gestión patrimonial / Equipo de gestión patrimonial / Kent Martinson
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Kent Martinson Eau Claire
715-831-2193
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Kent Martinson Asesor financiero

Kent Martinson es asesor financiero de Nicolet Wealth Management ubicado en Eau Claire, WI.  Kent tiene más de 30 años de experiencia en la industria de servicios financieros desde 1989. Entiende que la situación y las necesidades de cada cliente son diferentes y se centra en adaptar las soluciones a esas necesidades.  El objetivo es proporcionar soluciones adecuadas en un ambiente confortable. Kent posee sus licencias de valores Serie 7, 63 y 65, así como licencias de seguros de vida y salud.  Kent se graduó en Administración de Empresas de la Universidad de Wisconsin-Stevens Point.

Kent ha vivido en el área de Eau Claire desde 1991 y está casado con su esposa Kit. Tienen 2 hijos adultos. Disfruta de muchos intereses externos, como el golf, la pesca, la caza, la carpintería y el tiempo en la cabaña.

Investment and insurance products:

  • Are Not FDIC Insured
  • May Lose Value
  • Are Not Bank Guaranteed
  • Are Not Deposits Are Not Guaranteed by Any Federal Government Entity
  • Are Not a Condition to Any Banking Service or Activity

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust services are offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.