Matthew Martin
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ameriprise
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
Fee options
$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%
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
Matthew M has reported serving >5 clients in these states in the last 12 months.
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
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Robert M
Series 63, Series 65
Batesville, AR
Cetera
Charles S
Series 66
Batesville, AR
Ameriprise
Andrew W
Series 66
Batesville, AR
Ameriprise
Jacob H
Series 63, Series 65
Batesville, AR
Cetera
Randy C
CFP®, Series 66
Batesville, AR
Edward Jones
Audrey P
Series 63, Series 65
Batesville, AR
LPL Financial
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