Martha
Allman

Hauser Retirement Solutions 2 LLC

CRD#1771331
Investment Advisor
in Cincinnati, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Martha Allman is a financial advisor based in Cincinnati, Ohio, working with Hauser Retirement Solutions 2 LLC. Martha has previously held positions at Tri-State Orthopedic Products, Paycor, Inc, and Hauser Retirement Solutions. Martha has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Wyoming. Currently, Martha is part of Hauser Retirement Solutions 2 LLC, which operates out of Cincinnati, Ohio. The firm has 7 employees and manages assets totaling $965.7 million. The services offered by the firm include pension consulting services and educational seminars. The fee structure at Hauser Retirement Solutions 2 LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5905 E. Galbraith Rd. Suite 9000
Cincinnati, OH 45236

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Hauser Retirement Solutions 2 LLC Brokerage Details

Total Assets Under Management

$965,737,685

OH Average: $2,106,341,625
Total Number of Employees

7

OH Average: 34
Total Number of Accounts

89

OH Average: 1,972
Average Account Size

$10,850,985

OH Average: $1,068,125

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Martha Allman Work History

2019 - Present (5 years)

Hauser Retirement Solutions

2015 - 2018 (3 years)

Paycor, Inc

2014 - 2015 (1 year)

Tri-State Orthopedic Products

Disclosures

Please visit the SEC profile of Martha Allman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hauser Retirement Solutions 2 LLC

Emily Tubesing
Cincinnati, OH
Martha Allman
Cincinnati, OH
Jacob Beckman
Columbus, OH
Jessica Singer
Apex, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started