Stephen Martin has been President, Chief Compliance Officer, & Managing Member of Martin Wealth Management since February 2005, is a control person of the firm and directly owns 75% or more of it. Stephen Martin holds an MBA from Smeal College of Business, The Pennsylvania State University. Stephen Martin studied at United States Air Force Academy.
Martin Wealth Management is a firm with $107M under management, 90 clients and 1 adviser in one office, as of its February 2026 filing.
Steve Martin is President, CLO and CEO of Purposeful Financial Planning, based in Fort Collins. Martin founded the firm, then known as Martin Wealth Management, in 2005. Before becoming a financial planner, Martin worked as a manager for Hewlett-Packard.
- – present · 21 yearsFort Collins, CO · Adviser representative · Firm CRD 135813
Professional designations
Listed by Martin Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Registered Life Planner® (RLP®)
Investment adviser representative registrations
Stephen Martin is registered as an investment adviser representative in Colorado, since September 2005.
- ColoradoSince 1 September 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 May 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephen Wright Martin
- CRD
- 4990898
- Firm
- Martin Wealth Management · CRD 135813
- Role
- President, Chief Compliance Officer, & Managing Member
- Office
- Fort Collins, CO
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- purposefulfinancialplanning.com
Where does Stephen Martin work?
Stephen Martin has been President, Chief Compliance Officer, & Managing Member of Martin Wealth Management since February 2005, and is a control person of the firm.
Is Stephen Martin a financial advisor?
Yes. Stephen Martin has a current investment-adviser registration in Colorado, through Martin Wealth Management since September 2005.
How many years of experience does Stephen Martin have?
Stephen Martin has 21 years in the financial industry, since August 2005, across 1 adviser firm.
What exams has Stephen Martin passed?
Stephen Martin passed the Series 65 in May 2005.
Where is Stephen Martin based?
Stephen Martin’s registered office is in Fort Collins, CO.
Is Stephen Martin registered with FINRA?
No. Stephen Martin has no current broker registration.
Is Stephen Martin a CFP?
Martin Wealth Management lists Stephen Martin with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Steve Martin, CFP®, RLP®, MBA biography, purposefulfinancialplanning.com
How can I verify Stephen Martin’s record?
Search CRD 4990898 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Martin’s full registration record.