Martin Charles O'SHaughnessy

Current Employers

Employment History

• 08/2016 → 05/2017
  O'BRien Steel Service
  Peoria, IL
• 05/2017 → 08/2017
  Assetmark
  Chicago, IL
• 08/2017 → 12/2017
  O'BRien Steel Service
  Peoria, IL
• 01/2018 → 08/2018
  Brightedge Technologies
  Chicago, IL
• 09/2018 → 06/2023
  Assetmark Financial, Inc
  Chicago, IL
• 08/2014 → 12/2017
  Bradley University
  Peoria, IL
• 03/2019 → 06/2023
  Assetmark Brokerage, Llc
  Chicago, IL
• 07/2023 → 05/2024
  Dai Securities, Llc
  Atlanta, GA
• 07/2023 → 05/2024
  Dai Wealth Llc
  Atlanta, GA
• 06/2024 → 12/2024
  Belpointe Asset Management, Llc
  Reno, NV
• 06/2024 → 12/2024
  Guardian Resources
  Minneapolis, MN
• 01/2025 → 06/2026
  Cfg Retirement
  Edina, MN
• 08/2026 → Present
  Foundations Investment Advisors, Llc
  North Oaks, MN
• 07/2026 → Present
  Fundamental Wealth Designs
  North Oaks, MN

Previous Registrations

• 2025-02-23 → 2026-07-27
  Cfg Retirement
  Edina, MN
• 2024-06-07 → 2024-12-19
  Belpointe Asset Management Llc
  Reno, NV
  Minneapolis, MN
• 2023-08-04 → 2024-06-06
  Dai Wealth, Llc
  Atlanta, GA
  Mankato, MN
• 2018-12-05 → 2023-06-13
  Assetmark, Inc.
  Chicago, IL
  Concord, CA

Other Businesses

1) FUNDAMENTAL WEALTH DESIGNS; INVESTMENT RELATED; 100 VILLAGE CENTER DR STE 244, NORTH OAKS, MN 55127; INSURANCE/ANNUITY; INSURANCE PRODUCER; START DATE: 07/2026; 30 HRS/MONTH DEVOTED TO OTHER BUSINESS; 1 HR/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; PROMOTES AND SELLS ANNUITY/LIFE INSURANCE PRODUCTS TO CLIENTS THAT ALIGN WITH CLIENTS FINANCIAL PLANS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-03
• S65 Uniform Investment Adviser Law Examination
  2018-12-05

Designations

Other Names

• Martin O'SHaughnessy
• Marty Charles O'SHaughnessy
• Martin Oshaughnessy