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Martin Eugene Brander

Advisor at Ameriprise — Lucerne Valley, CA

Updated today

Credentials

Series 63

Experience

29 years

Location

Lucerne Valley, CA

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,086 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Martin Brander is a financial advisor with Ameriprise, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entity since 1997. Outside of his advisory role, he is involved with Gold Sentinel, Inc. in an administrative capacity. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm provides tailored written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with Ameriprise financial advisors.

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

See office

Lucerne Valley, CA

Lucerne Valley CA

Advisors at this office

1

Most active in

California

Work history

29 years of industry experience

Ameriprise

2020 - Present • 6 years

Lucerne Valley, CA

Ameriprise Financial Services, Inc.

1997 - 2020 • 23 years

Lucerne Valley, CA

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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Christopher L

Series 66

Apple Valley, CA

CBL Wealth Management

Christopher Lindsay is the sole advisor at CBL Wealth Management, an independent firm based in Hesperia, CA. He holds a Series 66 designation and has 20 years of industry experience, including seven years at Starfox Financial Services LLC prior to founding his current firm in 2017. Outside of his advisory work, he operates an online shaving soap business, manufacturing and selling products under the CBLsoap.com brand. CBL Wealth Management serves individuals, trusts, corporations, and pension/profit-sharing plans, offering discretionary asset management, financial planning, and consulting. The firm employs both fundamental and technical analysis with tactical asset-allocation adjustments, providing quarterly or more frequent reviews and educational seminars for clients and the broader community.

Options & derivatives strategies Business sale tax planning General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
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Daniel L

Series 63, Series 65

Apple Valley, CA

First Advisors National, LLC

Daniel Lamb is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2015 and has operated as a self-employed financial professional since 2009. Outside of advising, Lamb serves as a trustee for VFW Post 2924 and treasurer for High Desert Marines, both nonprofit organizations, and works as an independent insurance agent. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on third-party money manager selection and a combination of tactical and strategic investment approaches. The firm provides investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

Passive / index investing
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Joshua W

Series 63, Series 65

Apple Valley, CA

Empower Advisory Group

Joshua Weygandt is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 credentials and has 15 years of industry experience. His career includes positions at GWFS Equities, AltaOne Credit Union, LPL Financial, Allstate Insurance Company, and VALIC Financial Advisors. He serves as a Council Member at Large for Trinity Lutheran Church, participating in leadership decisions outside of business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Brian M

Series 65, Series 63

Apple Valley, CA

Primerica Advisors

Brian Moore is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses, and has 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2006. His activities also include referral work for home security, automation products, and mortgage loan products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and utilizes model-based investment strategies delivered through advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Renee L

Series 63, Series 66

Apple Valley, CA

Wells Fargo Clearing

Renee Lavalli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has worked with Wells Fargo Advisors since 2014 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Dylan F

Series 65, Series 63

Apple Valley, CA

Primerica Advisors

Dylan Fundell is a financial advisor with Primerica Advisors in Apple Valley, CA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Primerica, he held various roles including ownership of an online personal training and health consultation business, FundellFitness. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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