Michael Martinez has been Managing Member of One Resource Group Wealth Management since March 2018, is a control person of the firm and directly owns 75% or more of it.
One Resource Group Wealth Management LLC is a Dublin, OH firm with $182M under management, 599 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Mike Martinez is Founder & President of The Pension Group. He began his college career in the medical field before switching to financial services, working for a large firm while he acquired the necessary licenses. He built The Pension Group, which focuses on company pensions, 401(k)s, and retirement savings.
Michael Martinez’s longest registration is the current one, 8 years at One Resource Group Wealth Management since 2018. Before joining One Resource Group Wealth Management in 2018, Michael Martinez was registered through Madison Avenue Securities, LLC and Kovack Advisors, Inc.
- Madison Avenue Securities, LLC– · under a yearDublin, OH · Adviser representative · Firm CRD 23224
- Kovack Advisors, Inc.– · 2 yearsDublin, OH · Adviser representative · Firm CRD 140808
- FSC Securities Corporation– · 2 yearsDublin, OH · Adviser representative · Firm CRD 7461
- Monticello Investment Services, Inc.– · 1 yearDublin, OH · Adviser representative · Firm CRD 140851
- Brookstone Investment Advisory Services– · 2 yearsDublin, OH · Adviser representative · Firm CRD 13366
- Gunnallen Financial, Inc– · 2 yearsColumbus, OH · Adviser representative · Firm CRD 17609
- Sii Investments, Inc.– · 1 yearColumbus, OH · Adviser representative · Firm CRD 2225
Investment adviser representative registrations
Michael Martinez is registered as an investment adviser representative in 6 states. The first approvals date from April 2018; the most recent is Florida, in June 2023.
- AlabamaSince 16 October 2018
- CaliforniaSince 14 February 2020
- FloridaSince 2 June 2023
- North CarolinaSince 13 January 2023
- OhioSince 6 April 2018
- South CarolinaSince 6 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 November 2004 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 18 May 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 December 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 March 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael John Martinez
- CRD
- 2978914
- Firm
- One Resource Group Wealth Management · CRD 293819
- Role
- Managing Member
- Office
- 700 STONEHENGE PARKWAY, SUITE B, Dublin, OH 43017
- Registration
- Investment adviser registration
- In the industry since
- July 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thepensiongroup.com
Where does Michael Martinez work?
Michael Martinez has been Managing Member of One Resource Group Wealth Management LLC since March 2018, and is a control person of the firm.
Is Michael Martinez a financial advisor?
Yes. Michael Martinez has a current investment-adviser registration in Alabama, California, Florida, North Carolina, Ohio and South Carolina, through One Resource Group Wealth Management since April 2018.
How many years of experience does Michael Martinez have?
Michael Martinez has 28 years in the financial industry, since July 1998, across 8 adviser firms.
What exams has Michael Martinez passed?
Michael Martinez has passed 4 licensing exams: the Series 6, Series 65, Series 26 and Series 63. The earliest, the Series 6, was passed in March 1998. FINRA credited Michael Martinez with the SIE, which began in October 2018.
Where did Michael Martinez work before One Resource Group Wealth Management?
Before One Resource Group Wealth Management, Michael Martinez was registered through Kovack Advisors, Inc., October 2014 to September 2017; FSC Securities Corporation, May 2012 to November 2014; Monticello Investment Services, Inc., August 2010 to March 2012; Brookstone Investment Advisory Services, June 2007 to March 2010; Gunnallen Financial, Inc, May 2005 to June 2007; Sii Investments, Inc., January 2004 to May 2005.
Where is Michael Martinez based?
Michael Martinez’s registered office is in Dublin, OH.
Is Michael Martinez registered with FINRA?
No. Michael Martinez has no current broker registration.
How can I verify Michael Martinez’s record?
Search CRD 2978914 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Martinez’s full registration record.
