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Detailed Report
SCOTT MORRIS MARTINEAU
CRD#: 4201435
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Investment Adviser
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Previous Broker
CREATIVE PLANNINGCRD#: 105348 Lakeside, CA
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2005 - 2006 (1 year)IACREATIVE PLANNING (CRD# 105348)2022 - Present (3 years)BGWFS EQUITIES, INC. (CRD# 13109)2006 - 2017 (10 years)BONEAMERICA SECURITIES, INC. (CRD# 4173)2004 - 2005 (1 year)BPAN-AMERICAN FINANCIAL ADVISERS (CRD# 15578)2000 - 2003 (3 years)IAREILLY FINANCIAL ADVISORS (CRD# 110315)2018 - 2022 (3 years)
License(s)

State Registrations

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California 1/5/2022
Current Registration(s)
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CREATIVE PLANNING (CRD#:105348)
Lakeside, CA
Registered with this firm since 1/5/2022
Previous Registration(s)
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 06/22/2018 - 01/03/2022 REILLY FINANCIAL ADVISORS (CRD#:110315) LA MESA, CA
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 10/18/2006 - 07/15/2017 GWFS EQUITIES, INC. (CRD#:13109) IRVINE, CA
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 08/02/2005 - 10/03/2006 METLIFE SECURITIES INC. (CRD#:14251) SPRINGFIELD, MA
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 08/02/2005 - 10/03/2006 METROPOLITAN LIFE INSURANCE COMPANY (CRD#:4095) NEW YORK, NY
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 03/26/2004 - 06/23/2005 ONEAMERICA SECURITIES, INC. (CRD#:4173) INDIANAPOLIS, IN
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 09/27/2000 - 12/31/2003 PAN-AMERICAN FINANCIAL ADVISERS (CRD#:15578) NEW ORLEANS, LA
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.