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Meet the team ready to help you pursue your financial goals

Meet the team ready to help you reach your financial goals

MWM works with each client to help them create and execute a sound financial plan, based on their unique needs, to help them reach their financial goals.

Meet the team

Martinsen-Wealth-Management-Kevin-Bonn

Kevin Bonn

Holistic Financial Advisor

Retirement Income Planner

Insurance Professional

Lane Martinsen

Founder/President | Certified Financial Fiduciary® |

RICP® | CLTC® Investment Advisor Representative

and Insurance Professional

William Goaslind

Associate Financial Planner

Kelly Gloria

Director of Client Services

Lora Martinsen

Administrative Assistant

Martinsen Wealth Management, LLC is a financial services company that specializes in asset protection and retirement income products and financial planning services. Lane Martinsen is the principal owner of Martinsen Wealth Management, LLC. Martinsen Wealth Management, LLC only offers insurance products and services in states where licensed to do so. Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Lane Martinsen is an investment advisor representative of FAN Advisors and is registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services. FAN Advisors and Martinsen Wealth Management, LLC are independently owned and operated.

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