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Robert Martin, CFP®, APMA®, CRPC®

Robert Martin, CFP®, APMA®, CRPC®

Investment Solutions Representative

Followers of Robert Martin, CFP®, APMA®, CRPC®3000 followers
location of Robert Martin, CFP®, APMA®, CRPC®Bedford, New Hampshire, United States

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  • Timeline

  • About me

    Private Wealth Advisor Managing Director Ameriprise Financial Services, LLC

  • Education

    • Southern New Hampshire University

      2009 - 2014
      Bachelors Business Management

      business management

    • College for Financial Planning

      -
      Chartered Retirement Planning Counselor Financial Planning and Services

      Maximizing the Client Experience During the Retirement Planning ProcessPrinciples and Strategies When Investing for RetirementMaking the Most of Social Security Retirement BenefitsBridging the Income Gap: Identifying Other Sources of Retirement Income.Navigating Health Care Options in RetirementMaking the Emotional and Financial Transition to RetirementDesigning Optimal Retirement Income StreamsAchieving Tax and Estate Planning Objectives in RetirementFiduciary… Show more Maximizing the Client Experience During the Retirement Planning ProcessPrinciples and Strategies When Investing for RetirementMaking the Most of Social Security Retirement BenefitsBridging the Income Gap: Identifying Other Sources of Retirement Income.Navigating Health Care Options in RetirementMaking the Emotional and Financial Transition to RetirementDesigning Optimal Retirement Income StreamsAchieving Tax and Estate Planning Objectives in RetirementFiduciary, Ethical, and Regulatory Issues for Advisers Show less

  • Experience

    • Fidelity Investments

      Sept 2014 - Oct 2015
      Investment Solutions Representative

    • Ameriprise Financial Services, LLC

      Oct 2016 - now
      Financial Advisor

  • Licenses & Certifications

    • Series 7 and 66

    • Life Accident & Health

      Feb 2015

  • Honors & Awards

    • Awarded to Robert Martin, CFP®, APMA®, CRPC®
      Ameriprise Client Experience Award - Mar 2021 The Ameriprise Client Experience Award is earned by a practice based on three measurable statisticsthat reflect the value of goal-based advice to our clients: client experience rating; percentage of clientsover a certain asset level in advice relationships; and, once the practice has exceeded a minimumamount of net flows, the percentage of net flows derived from assets under management.
    • Awarded to Robert Martin, CFP®, APMA®, CRPC®
      Circle of Success - Mar 2020 As a Platinum Wealth Advisor, Robert Martin provides financial advice that is anchored in a solid understanding of client needs and expectations and is delivered in one-on-one relationships with his clients