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Credentials
Series 66
Experience Industry experience
2 years
Location
Willow Springs, MO 65793
Cetera
Institution
Rebecca Martin is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Cetera and its affiliated entities, as well as prior experience in mortgage and banking sectors. Outside of finance, she co-owns a cattle sales business focused on raising and selling beef cattle. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified investment management and planning services through various program platforms and affiliated managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Willow Springs, MO
110 Bear Drive Suite 1
Willow Springs MO 65793
Advisors at this office
2
Missouri
2 years of industry experience
Cetera
2024 - Present • 2 years
Schaumburg, IL
Cetera Wealth Services, LLC
2024 - Present • 2 years
El Segundo, CA
Eleven Point Financial Advisors LLC
2023 - Present • 3 years
Willow Springs, MO
Cetera Advisor Networks Llc
2023 - 2024 • 1 year
El Segundo, CA
USA Mortgage
2021 - 2023 • 2 years
Saint Louis, MO
Simmons Bank
2019 - 2021 • 2 years
Cabool, MO
Kenneth and Rebecca Martin
2009 - Present • 17 years
Mountain View, MO
Landmark Bank
2005 - 2019 • 14 years
Mountain View, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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