Martha
Allman

Hauser Retirement Solutions 2 LLC

CRD#1771331
Investment Advisor
in Cincinnati, OH

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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

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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

Martha Allman
Cincinnati, OH
Emily Tubesing
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.

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