user avatar

Robert Martin

Advisor at Northrock Partners, LLC

Updated today

Location

Morris, IL 60450

Credentials

Series 66

Industry experience

17 years

About

Robert Martin is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Ameriprise Financial Services from 2008 to 2026. Outside of his advisory role, Martin serves on the Board of Directors for the Morris Warriors and is a trustee on the advisory council for Immaculate Conception School, where he contributes to enrollment and fundraising initiatives. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm emphasizes a diversified, asset-allocation driven approach using independent managers and offers tax planning, bill-pay services, and discretionary investment management through custodians Schwab and Fidelity.

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

Retirement income strategy Wealth management Private / alternative investments Real estate investing

Occupation focus

Based on Northrock Partners, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for retirement plan consulting from $500 to $10,000 depending on scope

Percentage

$0+: 0.50% – 1.25% per annum (Program Fee generally varies depending on client relationship) $0+: 0.75% - 1.50% per annum for assets custodied at Schwab and Fidelity managed directly by the Firm $0+: 0.45% - 0.90% per annum for legacy billing clients acquired by NorthRock $0+: 0.20% - 1.00% per annum for retirement plan investment consulting (may also charge flat fees from $500 to $10,000 depending on scope)

Other

Minimum fee: Minimum Program Fee of $5,000 per year, which may be waived or adjusted at Firm's discretion Fee-only: Fixed negotiated rates or combination of percentage of assets and fixed negotiated rates as described in Wealth Management Agreement

Location

116 E. Washington Street, Suite 4

Morris, IL 60450

Most active in

Illinois · Indiana · Texas

Work history

NorthRock Partners

2026 - Present (1 year)

Ameriprise

2020 - 2026 (6 years)

Ameriprise Financial Services, Inc.

2008 - 2020 (12 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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Retirement income strategy Social Security optimization Income planning Long-term care insurance Equity compensation tax strategy
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Retirement income strategy Social Security optimization Income planning Long-term care insurance Equity compensation tax strategy
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Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement income strategy Active portfolio management Founder/Business Owner Retired
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