MM
Matthew D. Martin
RETIREMENT PLAN ADVISORS
Northville, MI 48167
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CRD#: 3240812
MM
Professional summary
Matthew David Martin, CFP® is a registered financial advisor currently at RETIREMENT PLAN ADVISORS, LLC located in Northville, Michigan and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Fairfield, Iowa.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Matthew has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Independent insurance agent, NORTHVILLE, MI, 11/2015 for various independent insurance companies. INV REL - 2/MO - 0/TRADING. 2. Seasonal Orchard, Three Cedars Farm, 7897 Six Mile Road, Northville, MI 48167, administration since 11/3/15, non-investment related, 200 hours yearly, 25 during trading hours. 3. RETIREMENT PLAN ADVISORS LLC, 105 W ADAMS ST STE 2175, CHICAGO, IL, 11/2015 AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. 4. Notary Public State of MI, 217 South Center Street Northville MI, NIR, 08/26/2021, NIR, GENERAL NOTARY SERVICES 5. RETIREMENT PLAN ADVISORS HOLDINGS, INC / 105 W Adams St, Suite 2175, Chicago IL 60603 / 01/01/2022 / NIR / OWNER - MEMBER OF RETIREMENT PLAN ADVISORS GROUP, LLC / 1HR/MO - 0HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Martin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
November 16, 2015 - Present
RETIREMENT PLAN ADVISORS, LLC
Office #1: 217 S Center Street, Northville, MI 48167RIA
CRD#: 122758
Northville, MI
Current
November 9, 2015 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1776 Pleasant Plain Rd., Fairfield, IA 52556-8757Office #2: 217 S Center St, Northville, MI 48167BD
CRD#: 39543
Fairfield, IA
Past
January 17, 2013 - November 9, 2015
SPC
RIA
CRD#: 110692
NORTHVILLE, MI
Past
March 2, 2011 - January 28, 2013
MRK ASSET MANAGEMENT, LLC.
RIA
CRD#: 124795
GRAND RAPIDS, MI
Past
January 12, 2006 - December 31, 2006
SPC
RIA
CRD#: 110692
SOUTH LYON, MI
Past
June 26, 2001 - November 9, 2015
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
NORTHVILLE, MI
Past
July 21, 1999 - June 25, 2001
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RP
RETIREMENT PLAN ADVISORS, LLC
RETIREMENT PLAN ADVISORS, LLC
CRD#: 122758 / SEC#: 801-63261
RIA
Registered Investment Advisory firm - (7/14/2004 Approved)Arizona
Registered Investment Advisory firm - (8/2/2004 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2006 Terminated)Iowa
Registered Investment Advisory firm - (8/2/2004 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2005 Terminated)Missouri
Registered Investment Advisory firm - (8/2/2004 Terminated)Nevada
Registered Investment Advisory firm - (8/2/2004 Terminated)Texas
Registered Investment Advisory firm - (7/28/2004 Terminated)Wisconsin
Registered Investment Advisory firm - (2/11/2003 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(11/9/2015)
RR
Michigan(11/9/2015)
IAR
Michigan(11/16/2015)
RR
Minnesota(5/24/2018)
RR
Montana(11/16/2020)
RR
South Carolina(11/9/2015)
RR
Tennessee(3/15/2021)
RR
Virginia(4/27/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RP
RETIREMENT PLAN ADVISORS, LLC
RETIREMENT PLAN ADVISORS, LLC
CRD#: 122758 / SEC#: 801-63261
RIA
Registered Investment Advisory firm - (7/14/2004 Approved)Arizona
Registered Investment Advisory firm - (8/2/2004 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2006 Terminated)Iowa
Registered Investment Advisory firm - (8/2/2004 Terminated)Louisiana
Registered Investment Advisory firm - (2/11/2005 Terminated)Missouri
Registered Investment Advisory firm - (8/2/2004 Terminated)Nevada
Registered Investment Advisory firm - (8/2/2004 Terminated)Texas
Registered Investment Advisory firm - (7/28/2004 Terminated)Wisconsin
Registered Investment Advisory firm - (2/11/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
29 E. Madison St. Suite 500, Chicago, IL 60602-3205
Mailing Address
Phone number
(312) 701-1100
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,148 |
| AUM (Assets Under Management) | $ 1,882,191,054 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
