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Bradford Martin

Advisor at Ameriprise

Updated today

Location

Bloomfield, IA 52537

Credentials

Series 66

Industry experience

20 years

About

Bradford Martin is a Series 66-credentialed financial advisor with Ameriprise, where he has worked since 2005, accumulating 20 years of industry experience. He serves on the Board of Directors and is the Finance Committee Chairperson for Davis County Dollars for Scholars. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized recommendation reports through a centralized consulting team that integrates research, modeling, and tax-efficiency analysis.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

105 E Locust, Ste 1

Bloomfield, IA 52537

Most active in

Iowa · Missouri

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2005 - 2020 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Bloomfield, IA

LPL Financial

Joshua Quimby is a financial advisor with LPL Financial based in Bloomfield, IA. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining LPL Financial, he worked at Cambridge Investment Research for 10 years and had brief tenures at CUNA Brokerage Services and CUNA Mutual Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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LPL Financial

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Matthew O

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Bloomfield, IA

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Matthew Owens is a financial advisor with OSAIC in Bloomfield, IA, holding Series 63 and Series 65 registrations and possessing 14 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Strategic Legacy Advisors, where he has also served as a tax preparer and insurance brokerage executive. Owens is a director of the Liz Shea-McCoy Foundation for the Arts and co-hosts a podcast focused on Nebraska Cornhuskers football. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory and brokerage services through an extensive network of financial advisers.

Annuities Founder/Business Owner Executive Retired
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