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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 CounselorSM
AGP Wealth Advisors
31
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

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.

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2012, 2014, 2016-2019
  • Five Star Wealth Manager, 2020

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

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

Community participation

We are happy to support the following charitable organizations:

  • Everett Union Gospel Mission
  • Make A Wish Foundation
  • WorldVision
  • Grace Academy Foundation