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Matthew Martin

Advisor at Ameriprise

Updated today

Location

Batesville, AR 72501

Credentials

Series 63, Series 65

Industry experience

19 years

About

Matthew Martin is a financial advisor with Ameriprise in Batesville, Arkansas, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His prior work includes positions at LPL Financial and The Citizens Bank. Martin serves on the boards of the Batesville-Independence County Industrial Development Corporation and the BSD Educational Foundation, and he owns Killian Brothers, LLC, an advisory business providing financial planning and managed account services. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

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

175 S 12th St

Batesville, AR 72501

Most active in

Arkansas · Texas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services Inc.

2019 - 2020 (1 year)

Ameriprise Financial Services Inc.

2018 - 2018 (1 year)

LPL Financial

2013 - 2016 (3 years)

The Citizens Bank

2012 - 2019 (7 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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Robert M

Series 63, Series 65

Batesville, AR

Cetera

Robert Mcgaha is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and owns Mcgaha Investment Group. Outside of his advisory role, Mcgaha serves as president of Gideons International, a nonprofit organization. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a variety of portfolio management and fiduciary services, combining advisor-managed accounts, firm-sponsored models, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Charles S

Series 66

Batesville, AR

Ameriprise

Charles Schaaf is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2018, with prior experience at Investment Professionals, Inc. Outside of his advisory role, he performs as a guitarist and singer in the band Deadbird. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew W

CFP®, ChFC®, Series 66

Batesville, AR

Ameriprise

Andrew Walmsley is a financial advisor at Ameriprise with 18 years of industry experience. He has worked at Ameriprise since 2016 and previously was with LPL Financial. Outside of his advisory role, he serves on the board of Jenkins-Henderson American Legion Baseball, is a member of the Batesville School Board, and acts as secretary for the Kiwanis Club of Batesville. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning supported by both automated tools and advisory oversight.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

David W

Series 66

Batesville, AR

Edward Jones

David Winberry is a financial advisor with Edward Jones in Batesville, AR, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as Vice President of the Kiwanis Club of Batesville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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Braden M

Series 66

Batesville, AR

Thrivent Investment Management

Braden Mead is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior roles include positions at RTS Financial Service, Inc. and Bad Boy Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written financial plans without portfolio management. The firm offers goal-based analyses and allows clients to combine planning with managed-account services through its consolidated WealthPlan billing option.

Business ownership considerations
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Jimmy L

Series 66

Cave City, AR

Ameriprise

Jimmy Limbaugh III is a financial advisor with Ameriprise in Cave City, Arkansas, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020 and previously worked at several educational institutions and investment firms. Outside of his advisory role, he volunteers by maintaining the grounds at Rejoice Fellowship Church. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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