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Martin Wheeler, Financial Advisor serving the Houston, TX area - Ameriprise Advisors

Martin Wheeler

CFP®, CRPC, APMA

Financial Advisor

Vice President
Telamon Financial Advisors

An Ameriprise Platinum Financial Services® Advisor

23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 17 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Saving for Education
  • Small Business
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC® - Chartered Retirement Planning Counselor
  • Series 7 - General Securities Representative
  • Series 66 - Investment Advisor Representative
  • Life and Health Insurance License

Education

  • BA Government, University of Texas at Austin, 1977

Awards & recognition

  • Five Star Wealth Manager, 2015-2022
  • Telamon Financial Advisors, Ameriprise Client Experience Award, 2022-2023

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc. Houston, TX, 2000 to present
  • Chief Operating Officer, Direct Resourses, 1999 to 2000
  • President/Owner, Wheeler Services, Inc. Houston, TX, 1987 to 1999

Community participation

  • Having friends & relatives who must deal with degenerative eye diseases has led me to work with the local chapter of the Foundation Fighting Blindness. As their Legacy Ambassador & Outreach Co-Chairman I assist members with Charitable Gifting strategies & speak before professional groups on how they can help in funding research to fight retinal diseases.

Interests

  • My family provides the core around which many of my interests hobbies are focused. Camping with my wife and children and being involved in my church have always been important.
  • To simply relax I enjoy reading a wide variety of books & articles and frequently do so while lounging and watching the Koi in the pond I built in our yard.