Cheryl Martin
Cheryl Martin is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in McGregor, MN, with 37 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
301 N Maddy St Ste 200, McGregor, MN, 55760
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Customer Dispute
February 2008Other Business Activities
Cheryl is the Chair of the Board of Directors for Martin since 1992, dedicating about 10-20% of her time. She also serves on the Board of Directors for Martin since 2021, spending a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.