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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-06-2018
- Office Locations
- 1
Office Locations
About THE Pension Group
The Pension Group is a Dublin, Ohio retirement planning firm serving clients nationwide. The team focuses on retirement & income, pension and investment planning, estate planning, and long-term care, and helps clients evaluate Social Security/SSDI and tax strategies through CPA and attorney alliances. Portfolios commonly use ETFs and mutual funds, with Schwab and Fidelity as key custodians. Uses a Roadmap to Retirement checklist and quiz-driven intake.
Team overview
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Client Personas
Custodian
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Owner & Executives
Michael John Martinez
Financial Advisor, Managing Member
- CRD
- #2978914
- Ownership
- 75% or more
LAURIE JEAN DUNSMORE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LILY BERRY
--
- CRD
- #7200949
Eric Robert Franklin
--
- CRD
- #7887572
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,371,106 | $221,863 |
| Non-Discretionary | $0 | -- |
| Total | $182,371,106 | $221,863 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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