Martin Armbruster, financial advisor Greenwood IN

Martin Armbruster

CRD Number: 1068568
Current Firm: Savant Wealth Management
Compensation Model: Fee Only
Martin Armbruster (CRD# 1068568) is an Investment Advisor Representative working at Treybourne Wealth Planners in Greenwood, IN and has over 33 years of experience in the finance industry. Martin Armbruster 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
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Professional Designations
Company Name Location Dates Years
Savant Wealth Management Rockford, IL Sep 2021 - Current 2
Treybourne Wealth Planners, Inc. Greenwood, IN Feb 1983 - Dec 2021 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
Contact Info for Martin J. Armbruster
By the Numbers
  • Total Assets Under Management
    24,398
    MILLIONS
  • Total Number of Accounts
    16,294
    ACCOUNTS
  • Average Account Value
    $1,497,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, WY

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Data verified by both the advisor and the public regulatory data.

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