Martin RocheCRD Number: 6299178
Current Firm: Russell Investments
Martin Roche (CRD# 6299178) is an Investment Advisor Representative working at Russell Investments in Milwaukee, WI and has over 3 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Russell Investments||Milwaukee, WI||Oct 2015 - Current||2|
|Thornburg Investment Management||Santa Fe, NM||Feb 2014 - Oct 2015||1|
|Marcus Evans||Chicago, IL||May 2013 - Jan 2014||< 1|
|Unemployed||Chicago, IL||Sep 2012 - Apr 2013||< 1|
|Incheon Metropolitan Office Of Education||Incheon,||Jul 2011 - Sep 2012||1|
|Unemployed||Denver, CO||Apr 2011 - Jul 2011||< 1|
|Ef Education||Denver, CO||Sep 2009 - Mar 2011||1|
|Unemployed||Denver, CO||Mar 2009 - Aug 2009||< 1|
|Janus Capital Group||Denver, CO||Nov 2008 - Feb 2009||< 1|
|Enterprise Rent-a-car||Chicago, IL||Jan 2007 - Oct 2008||1|
|Unemployed||Chicago, IL||Nov 2006 - Jan 2007||< 1|
|Careerbuilder.com||Chicago, IL||Aug 2006 - Nov 2006||< 1|
|Unemployed||Chicago, IL||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management47,895MILLIONS
Total Number of Accounts72ACCOUNTS
Average Account Value$665,208,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.