Damien Martinez, CRPC®, AIF®

Damien has been a financial professional since 2017 joining Midlands Financial in 2023. He enjoys developing relationships with clients and helping them reach for their financial goals. Damien works closely with his clients to make wise investment decisions and help mitigate risks. Damien helps his financial clients by providing financial planning, business planning, estate planning, school savings, insurance planning, with special emphasis on retirement. He enjoys researching the market and staying on top of any upcoming changes that may benefit his clients.

Helping clients to reach their financial goals allows Damien the privilege of offering his clients continuous education and lifelong relationships. When Damien isn’t working, he enjoys traveling with his wife Ann, discovering new foods and hanging out with family and friends.

Registrations, Designations, and Awards:

• Series 7 - General Securities Representative Examination
• Series 66 - Uniform Investment Adviser Law Examination
• Series 63 - Uniform securities Agent State Law Examination
• Licensed Insurance producer: Life & Annuities, Sickness, Accident & Health, Variable Contracts
• RICP® (Retirement Income Certified Professional®)
• AIF® (Accredited Investment Fiduciary®)
• Million Dollar Round Table Qualifier (MDRT) since 2013
  • Court of the Table Qualifier 2015, 2018, 2020, 2021
  • Top of the Table 2022

Business and Community Development:

• Member, National Association of Insurance and Financial Advisors (NAIFA) – Lincoln, National
• Member, Chamber of Commerce
• Member, Nebraska LEAD Program Alumni Association
• Volunteer Coach, Cornhusker Shooting Stars Youth Basketball
• Member, Sheridan Lutheran Church

Million Dollar Round Table (MDRT) annual membership demonstrates qualifying production and meeting minimum production levels and pay annual dues. Qualification should not be perceived as a recommendation or an endorsement of services.After achieving 10 years of membership, applicants continue to submit proof of production by a certifying letter until they achieve Top of the Table. https://www.mdrt.org/join/member-requirements/

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.