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Robert Thomas Martin

Advisor at Northrock Partners, LLC — Morris, IL

Updated today

Credentials

Series 66

Experience

18 years

Location

Morris, IL 60450

Northrock Partners, LLC logo

Northrock Partners, LLC

Multi-team

Total advisors

92

Across 21 offices

Clients per advisor

52 Typical

Avg AUM per client

$2,520,339 Very High

HNW client ratio

47% Very High

About

Robert Martin is a financial advisor at NorthRock Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. Martin serves on the Board of Directors for the Morris Warriors and is a trustee on the Advisory Council for Immaculate Conception School. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and ongoing oversight, and it integrates private market allocations and automated tools for tax-aware investing and risk assessment.

Client services

Based on Northrock Partners, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops General consulting services

Expertise

Based on Northrock Partners, LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy

Occupation focus

Based on Northrock Partners, LLC

Founder/Business Owner Retired Executive

Demographic focus

Based on Northrock Partners, LLC

Approaching retirement Established Professionals

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Fee options

Fixed

Flat fees ranging from $500 to $10,000 for retirement plan services, depending on the scope of service

Percentage

0.50% to 1.50% annually, depending upon size, nature and complexity of the client relationship

Performance-based

Performance-based fees and carried interest from certain private funds sponsored or advised by NorthRock, applicable to qualified clients/investors, with terms described in fund offering documents

Other

Minimum fee: Minimum Program Fee of $5,000 per year, waivable or adjustable at NorthRock's sole discretion

Location

See office

Morris, IL

116 E. Washington Street, Suite 4

Morris IL 60450

Advisors at this office

1

Most active in

Illinois · Indiana · Texas

Work history

18 years of industry experience

NorthRock Partners

2026 - Present • 1 year

Shorewood, IL

Ameriprise

2020 - 2026 • 6 years

Shorewood, IL

Ameriprise Financial Services, Inc.

2008 - 2020 • 12 years

Shorewood, IL

Disclosures

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

Business activities & affiliations

user avatar

David F

Series 63, Series 65

Minooka, IL

Finnestad Financial

David Finnestad is the sole advisor at Finnestad Financial in Minooka, IL, holding Series 63 and Series 65 licenses with 28 years of experience in the financial industry. He has been self-employed in the livestock and agriculture sector since 1994 alongside his financial advisory work that began in 1987. Finnestad Financial provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management using a variety of analytical methods and implements client-directed strategies with ongoing monitoring tailored to each client's objectives and risk tolerance.

Options & derivatives strategies Active portfolio management
user avatar

Eric W

CFA®

Shorewood, IL

Park River Advisors

Eric Wills is a CFA® charterholder and financial advisor at Park River Advisors with three years of industry experience. He previously worked at Point72, Zazove Associates, and Calamos Investments. Park River Advisors is a small, state-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $28.1 million for a compact client roster and employs a tactical allocation approach combining fundamental, technical, and cyclical analysis across multiple asset classes.

Retirement income strategy Social Security optimization Income planning Long-term care insurance Equity compensation tax strategy
user avatar

Adam O

Series 65

Shorewood, IL

Park River Advisors

Adam Ogle is a financial advisor at Park River Advisors with a Series 65 designation and one year of industry experience. He has worked at SAP since 2011 as a Principal Enterprise Architect, focusing on guiding customers from on-premises legacy software applications to SAP’s cloud-based solutions. Park River Advisors is a small, state-registered firm providing discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach blending fundamental, technical, and cyclical analysis to manage customized portfolios across various asset classes.

Retirement income strategy Social Security optimization Income planning Long-term care insurance Equity compensation tax strategy
user avatar

Brandon M

Series 65

Joliet, IL

1834 Investment Advisors Co.

Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. and holds a Series 65 designation. He has one year of experience at 1834 Investment Advisors and 19 years of experience at Old National Bank, where he is a portfolio manager. Outside of his advisory role, he serves as the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, working closely with its affiliate Old National Bank and offering specialized services such as cash-balance defined benefit plan management and private investment consulting.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
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Fredrick R

Series 63, Series 65

Morris, IL

O'Hagan Group, Inc.

Fredrick Robinson is a financial advisor with O'Hagan Group, Inc. in Morris, Illinois, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Arbor Point Advisors, and SECURITIES AMERICA, inc., and has been with O'Hagan Group since 2012. Outside of advisory work, Robinson manages a grain farming operation and provides individual income tax preparation services. O'Hagan Group offers financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on retirement accounts and a range of asset types. The firm employs a growth-and-value investment approach with fundamental company analysis and manages portfolios on a discretionary basis with continuous monitoring.

General retirement planning Wealth management Retirement income strategy
user avatar

Donald P

CFA®

Joliet, IL

1834 Investment Advisors Co.

Donald Powell is a CFA® charterholder with four years of industry experience. He is currently a Portfolio Manager at 1834 Investment Advisors Co. and also holds a similar role at 1834 Wealth Management, a division of Old National Bank. Both firms are subsidiaries of Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies and leverages both internal and external models, including proprietary strategies developed in affiliation with Old National Bank.

Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management
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