Lane Martinsen has been Founder/CEO of Martinsen Wealth Management since May 2014, is a control person of the firm and directly owns 75% or more of it.
Martinsen Wealth Management, LLC is a Tempe, AZ firm with $143M under management, 366 clients and 7 advisers across 3 offices, as of its June 2026 filing.
Lane Martinsen is with Martinsen Wealth Management. He started a financial technology company in 1999 and has used technology as a tool to analyze and create financial plans for many years.
Lane Martinsen’s longest registration was 10 years at First Advisors National, LLC (2015–2025). Before joining Martinsen Wealth Management in 2024, Lane Martinsen was registered through First Advisors National, LLC.
- Martinsen Wealth ManagementCurrent– present · 2 yearsTempe, AZ · Adviser representative · Firm CRD 332433
- First Advisors National, LLC– · 10 yearsChandler, AZ · Adviser representative · Firm CRD 166212
Professional designations
Listed by Martinsen Wealth Management
- Chartered Financial Consultant (ChFC®)
- Retirement Income Certified Professional (RICP®)
- Certified in Long-Term Care (CLTC®)
- National Social Security Advisor (NSSA®)
Investment adviser representative registrations
Lane Martinsen is registered as an investment adviser representative in 2 states. Each was approved in September 2024.
- ArizonaSince 12 September 2024
- TexasSince 9 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lane G Martinsen
- CRD
- 6435057
- Firm
- Martinsen Wealth Management · CRD 332433
- Role
- Founder/CEO
- Office
- 7855 S. RIVER PARKWAY, SUITE 201, Tempe, AZ 85284
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- martinsenwealth.com
Where does Lane Martinsen work?
Lane Martinsen has been Founder/CEO of Martinsen Wealth Management, LLC since May 2014, and is a control person of the firm.
Is Lane Martinsen a financial advisor?
Yes. Lane Martinsen has a current investment-adviser registration in Arizona and Texas, through Martinsen Wealth Management since September 2024.
How many years of experience does Lane Martinsen have?
Lane Martinsen has 11 years in the financial industry, since January 2015, across 2 adviser firms.
What exams has Lane Martinsen passed?
Lane Martinsen passed the Series 65 in November 2014.
Where is Lane Martinsen based?
Lane Martinsen’s registered office is in Tempe, AZ.
Is Lane Martinsen registered with FINRA?
No. Lane Martinsen has no current broker registration.
How can I verify Lane Martinsen’s record?
Search CRD 6435057 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lane Martinsen’s full registration record.