RM
CFP
RM
CFP

Randolph Michael Martin

46 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
804 clients
Average Client Portfolio
$446K average
Assets Under Management
$358.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1250 Chambers Road, Suite 170, Columbus, OH, 45622

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Randolph is licensed to sell fixed insurance but is not actively engaged in sales, instead servicing existing clients and independent insurance agents, dedicating minimal time. He also started Randolph Martin Retirement Group as a book publisher in 2014, dedicating minimal time, and uses the same name as a DBA for advisory services offered through Rossby Financial, LLC since 07/2024, dedicating minimal time.

Employment History
Current Registrations
Rossby Financial, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
June 2010 - July 2024 · 14 yrs 1 mo
Cambridge Investment Research, INC.Broker
June 2010 - July 2024 · 14 yrs 1 mo
Lincoln Financial Securities Corporation
December 2006 - June 2010 · 3 yrs 6 mos
Independent Advisers Group CORP
October 1999 - June 2010 · 10 yrs 8 mos
Lincoln Financial Securities CorporationBroker
March 1979 - June 2010 · 31 yrs 3 mos
State Registrations2 states
FLOH
Advisor
Exams
No exam information available for this advisor.