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Credentials
CFP®, Series 63
Experience Industry experience
37 years
Location
McGregor, MN 55760
Ameriprise
Institution
Cheryl Martin is a CFP® professional affiliated with Ameriprise, with 37 years of industry experience. She has been with Ameriprise and its predecessor firms since 1989. Martin serves on the Board of Directors for the School District #4 Foundation and ANGELS of McGregor, MN. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning through a centralized team and annual recommendation reports.
Based on Ameriprise
Based on Ameriprise
$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%
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.
Mc Gregor, MN
301 N Maddy St Ste 200
Mc Gregor MN 55760
Advisors at this office
1
Minnesota
37 years of industry experience
Ameriprise
2020 - Present • 6 years
McGregor, MN
Ameriprise Financial Services, Inc.
1989 - 2020 • 31 years
Saint Cloud, MN
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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