Thumb Investment Services Team

Kim Martin

Bio/Personal Achievements: Kimberly Martin is a registered Financial Advisor through Sorrento Pacific Financial, LLC, at Thumb Bank & Trust. Kim has been in the financial services industry since 2001. She received her BA in Accounting from Northwood University in 2001 and her MBA from the DeVos Graduate School of Management in 2010. Kim enjoys building financial plans that help her clients navigate all life stages. She considers client education an important part of this process.

Kim and her husband are lifelong residents of the Bay Area and are happy to be raising their family there.

Licenses: Kimberly Martin is a Series 7, General Securities Registered Representative, Series 24, General Securities Principle and Series 65 Investment Advisor Representative as well as a Resident Producer having her Life, Accident and Health Licenses. Kimberly is licensed in the state of Michigan.

Services:

  • Financial, retirement and estate planning
  • Complete range of advisory and brokerage services
  • Annuities, life and long term care insurance

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Kim Martin

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Thumb Bank & Trust and Thumb Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Thumb Investment Services, and may also be employees of Thumb Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Thumb Bank & Trust or Thumb Investment Services. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value 

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Thumb Bank & Trust ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

For additional information, please visit www.lpl.com/CRS.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.