Oxbow Advisors
47yrs
Top advisor for experience in Austin
45yrs
Martin Katrein Jr
Financial advisor at PER Stirling Capital Management
At a glance
Experience45 years (since 1982)
How that compares ?Top advisor for experience at PER Stirling Capital Management
Office4800 BEE Caves Road, Austin, TX 78746
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through PER Stirling Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2018 – nowPER Stirling Capital Management, LLCCurrent firm
- 1997 – 2018Retirement Consulting Services, Inc.Previously
Questions to ask Martin
Tailored to Martin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Martin
How do I contact Martin?
Call PER Stirling Capital Management at 512-628-2300 and ask for Martin Katrein Jr. Martin works from the Austin, TX office.
How long has Martin been a financial advisor?
Martin has been in the industry since 1982, about 45 years. Top advisor for experience at PER Stirling Capital Management.
What licenses does Martin hold?
Series 63. Tap any license on this page to see what it allows.
Is Martin a fiduciary?
Martin is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Martin paid?
PER Stirling Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Martin for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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