Trevor Martin

RPS RETIREMENT PLAN ADVISORS

Austin, TX 78759

Some features on this profile are disabled

CRD#: 7756791

Professional summary

Trevor Martin is a registered financial advisor currently at RPS RETIREMENT PLAN ADVISORS located in Austin, Texas.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Trevor has worked at 1 firm and has passed the Series 65 and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor 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®

None

Experience

Current

August 21, 2024 - Present

RPS RETIREMENT PLAN ADVISORS

Office #1: 9600 North Mopac Suite 600, Austin, TX 78759

RIA

CRD#: 319220

Austin, TX

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".

RPS RETIREMENT PLAN ADVISORS

CRD#: 319220 / SEC#: 801-123627

RIA

Registered Investment Advisory firm - (4/11/2022 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Texas
(8/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/21/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/24/2023

Securities Industry Essentials Examination

Current Firm

RPS RETIREMENT PLAN ADVISORS

CRD#: 319220 / SEC#: 801-123627

RIA

Registered Investment Advisory firm - (4/11/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9600 North Mopac Suite 600, Austin, TX 78759

Mailing Address

Phone number

(512) 918-0000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

BROCHURE FOR RPS RETIREMENT PLAN ADVISORS (5/20/2025)

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 271,765,092

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Eric Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Jeffrey Weeks

ATX PORTFOLIO ADVISORS, LLC

IAR

Austin, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Trevor Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

RPS RETIREMENT PLAN ADVISORS

Primary Firm SEC Registration

RPS RETIREMENT PLAN ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2024

SIE

Date: 4/24/2023

Current Firm

RPS RETIREMENT PLAN ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RPS RETIREMENT PLAN ADVISORS

TRUST BUT VERIFY

Similar Advisors