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Our financial advice team


Martin Mosbacker, Private Wealth Advisor serving the Lake Stevens, WA area - Ameriprise Advisors

Martin Mosbacker

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
AGP Wealth Advisors

An Ameriprise Private Wealth Advisor

34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Chartered Retirement Planning Counselor SM
  • Series 7 - General Securities Representative
  • Series 66 - Registered Investment Advisor Representative

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2012, 2014, 2016-2019
  • Five Star Wealth Manager, Washington state, 2020
  • AGP Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • AGP Wealth Advisors, Barron’s Top 250 Private Wealth Management Teams, 2024

Previous experience

  • Private Wealth Advisor, Ameriprise Financial Services Inc., 2003 - Present
  • Vice President, Senior Financial Advisors, Inc., Bellevue WA, 1995-2002
  • Estate Planning Consultant, Estate Planning Group, Charlotte NC, 1993-1995
  • Estate Planning Consultant, Personal Legal Plans Inc., Charlotte NC, 1990-1993

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Community participation

We are happy to support the following charitable organizations:

Interests

  • My wife Shelly and I enjoy traveling whenever possible.
  • We enjoy sailing on Puget Sound
  • We love weekend road trips to find new places to explore.