Mike Martell

Mike Martell is an Assistant Vice President and Financial Consultant at Wealth Management Group LLC, an independent advisory firm operating through Cetera Advisors LLC. He joined the firm in June 2011, bringing more than 11 years of prior industry experience gained at Edward Jones and Investment Centers of America. In his role he provides personal financial planning and investment advisory services to individuals and families.

He holds the Series 7 and Series 63 securities registrations and is registered as a General Securities Representative and as an Investment Adviser Representative (IAR) with Cetera Advisors. He is licensed/registered in five states, consistent with a regional retail advisory practice rather than an institutional or venture investment role.

Martell was born and raised in Chippewa Falls, Wisconsin, where he still lives with his wife, Sandy, and their two children. He attended the local Catholic school system. Outside of work he is active in community organizations — he is a past president of the Chippewa Falls Jaycees and a past governor of Moose Lodge 246 — and has served in youth coaching roles. His personal interests include golf, fishing, hunting, classic Corvettes, and time at the family cabin in Northern Wisconsin.

Wealth Management Group LLC itself was founded in 2002 by Brian Niemann (CFP®, ChFC®) and is headquartered in Rice Lake, Wisconsin, with additional offices (including Chippewa Falls, WI and Fort Collins, CO). The firm markets services around "wealth enhancement, wealth stewardship, wealth administration, and digital investing," and is a member of FINRA and SIPC.

• This is a personal-wealth advisory practice, not a startup/venture investment mandate. Martell advises retail clients (individuals, families) on financial planning and portfolio management — he does not publicly make seed-stage or angel investments in operating companies.
• Services offered by his firm center on comprehensive planning: retirement planning, wealth enhancement/preservation, estate/legacy considerations, and managed/digital investment portfolios.
• Advisory activity is delivered through Cetera Advisors LLC (brokerage via Registered Representatives; advisory via Investment Adviser Representatives).
• No publicly stated venture "investment thesis," check size, or target-company profile exists for him, because that is not the nature of his business.