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Scott R. Martin, CLU®, ChFC®, CFP®
Barnum Financial Group | West Division

Tel: 425-945-1499
701 5th Avenue Columbia Center, Suite 1100
Seattle, WA 98104

Creating Financial Clarity

Barnum Financial Group | West Division | Financial Advisor in Seattle ,WA

About Barnum Financial Group | West Division

Barnum Financial Group | West Division is part of the Barnum family of financial services offices. When you partner with Barnum Financial Group to meet your protection and wealth management needs, you join a firm with a vast array of resources working in your best interests. In order to bring you quality, innovative programs and products to meet your specific needs, Barnum has strategic relationships with top industry leaders. We also leverage the experience and expertise of major institutions to help protect and service the assets you have entrusted to us.


General Information

Firm Start Year:   2015
No.of Employees:   100-499
Gender:   Male
Insurance License#:   Life, Disability, Long-Term Care
Name of Broker/Dealer:   MML Investor Services, Inc
States Licensed in:   WA, AK, AR, CA, CO, ID, IN, MI, MT, UT, , OR, TX
I work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Insurance Products & Annuities, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning


Services

Investment Types:   Bonds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Phone, Video Conference, Our Offices


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Life, Health, Annuity, Disability, Long Term Care, Variable Life


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an 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


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee, Based on Assets



Disclaimer

Securities, Investment Advisory, and Financial Planning services offered through qualified registered representatives of MML Investors Services LLC. member SIPC. 6 Corporate Drive, Shelton, CT 06484. CRN202409-812716.

Scott R. Martin

Scott R. Martin

CLU®, ChFC®, CFP®

Scott is a CERTIFIED FINANCIAL PLANNER" professional. He was born and raised in Portland, Oregon, and attended the University of California, Santa Barbara, where he earned a bachelors degree in business economics.

Scott often works with clients who have complex considerations at play in their financial plans, whether they own homes in different states, are business owners, or are planning for multiple generations. He primarily works with clients in the Pacific Northwest and the Southwest.

He began his career in the mortgage division at Bank of America and went on to open an office with a national insurance company as one of its youngest agents. After selling his business, he worked as the Vice President of Research for a national consulting firm based in Orange County, California.

In 2009, after almost a decade working with real estate builders and developers, he began providing comprehensive financial planning services based upon his 25 years of experience in the following areas:

" Banking/Mortgage " Insurance " Investment Advisory " Business Consulting " Tax Strategies " Financial Planning

Scott holds the CFP®, Chartered Financial Consultant®, and Chartered Life Underwriter® professional designations. In his free time, you can find Scott on the lake water skiing and wakeboarding or hiking and mountain biking. Scott, his wife Alisa, and their three daughters enjoy dividing their time between the Seattle and Scottsdale areas.

My Team

Judah has a philosophy that every aspect of a financial plan should work in harmony to achieve optimization. Through his consultative approach, he helps clients understand their challenges and celebrate their accomplishments. Judah distills the complexities of the financial universe into simple, understandable, and actionable steps. He brings a well-rounded knowledge base, from his early career focused on Life, Disability Income, and Long-Term Care insurance to a deep understanding of his curren ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Compensation Arrangements

Check Bank Transfer
Visa MasterCard
American Express Discover