Bronwyn Lee-Ann Martin

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Kennett Square, PA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Kennett Square, PA

Other Businesses

Business Ownership; Martin Financial Consulting Group LLC; ; Consulting; 107 w state st, Kennett square, PA 19348, ,; Investment-Related; 01/13/2016; 60 hours per month; 60 during trading hours / 502 Alliance St HDG LLC; ; LLC for investment property; 502 alliance st, HDG MD 21078, ,; Not Investment-Related; 01/02/2017; 1 to 9 hours per month; 0 during trading hours / 612 E Cypress St KSQ LLC; manager; investment property for rental income; 52 wheatsheaf ln, Cochranville, PA 19330, ,; Not Investment-Related; 09/26/2018; 1 to 9 hours per month; 0 during trading hours / marion's room; ; retail space required by borough of Kennett Square; 107 w state st, kennett square, PA, ,; Not Investment-Related; 02/20/2005; 0 hours per month; 0 during trading hours / 112 N Washington St HDG LLC; ; LLC of property I own; 112 N Washington St HDG MD 21078, ,; Not Investment-Related; 10/01/2016; 1 to 9 hours per month; 0 during trading hours / M-Cubed REalty, LLC; owner, manager; not those types of businesses listed. llc; 52 wheatsheaf, , cohranville, PA, 19330; Not Investment-Related; 02/01/2005; 1 to 9 hours per month; 0 during trading hours / 413-415 Revolution St HDG LLC; landlord/property owner; investment property for rental income; 52 whjeatsheaf ln, , cochrancille, PA, 19330; Not Investment-Related; 09/01/2017; 1 to 9 hours per month; 0 during trading hours / MOre Real Estate LLC; Owner; Real Estate; 52 wheatsheaf lane, , cochranville, PA, 19330; Not Investment-Related; 06/02/2022; 1 to 9 hours per month; 0 during trading hours / MMVP Real Estate LLC; Owner; Real Estate; 52 Wheatsheaf Lane, Cochranville, PA, USA, , Cochranville, PA, 19330; Not Investment-Related; 11/29/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; THE NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS (NAEPC); director; 1120 Chester Avenue, Suite 470 Cleveland, OH 44114, ,; Not Investment-Related; 12/01/2018; 1 to 9 hours per month; 0 during trading hours / Chester County Community Foundation; board member; 28 W Market St, , West Chester, PA, 19382; Not Investment-Related; 09/30/2022; 1 to 9 hours per month; 0 during trading hours / Alzheimer's Association; Board Member; 399 Market St, , Philadelphia, PA, 19106; Not Investment-Related; 07/01/2021; 1 to 9 hours per month; 0 during trading hours / NAIFA - PA Board; President; 6059 allentown blvd, #310, harrisburg, PA, 17109; Not Investment-Related; 01/01/2025; 10 to 19 hours per month; 0 during trading hours. Real Estate License; Yes. Other Business Activities; Advisor Authored Book; ideas from conversations I might have as a chat with any one on the street, at an event, a restaurant, or a PMM. no details. each conversation ends with suggesting talk to a tax advisor, attorney, and/or financial advisor. ; 107 W State St, , Kennett Square, PA, 19348; Investment-Related; 06/01/2024; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-10-16

Designations

• Chartered Financial Consultant

Other Names

• Bronwyn Razzaboni