Martin Bassett, financial advisor Fort Wayne IN

Martin Bassett

CRD Number: 4330477
Current Firm: Bassett Financial Advisors

Martin Bassett (CRD# 4330477) is an Investment Advisor Representative working at Bassett Financial Advisors in Fort Wayne, IN and has over 19 years of experience in the finance industry. Martin Bassett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Robert Krafft, financial advisor Fort Wayne IN
Robert S. Krafft
CRD# 4245811
Capstone Advisors, LLC
Similar Advisors
Thomas Beachy, financial advisor Fort Wayne IN
Thomas E. Beachy
CRD# 5220029
Creative Financial Designs, Inc.
Similar Advisors
Dorothea Cole, financial advisor Fort Wayne IN
Dorothea S. Cole
CRD# 3208277
Transamerica Financial Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Bassett And Associates Retirement Planning Services, Inc. Fort Wayne, IN Feb 2014 - Current 6
Lpl Financial Fort Wayne, IN Sep 2008 - Jun 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Martin M. Bassett
Phone Number: 260-432-6555
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $61,431
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IN

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.