Martin R. Meier, MBA

LPL Financial Advisor

Martin Meier is currently an LPL Branch Manager, LPL Financial Advisor and a Retirement Planning Specialist with ISE Financial. A financial advisor since 1982, Martin spent the first 22 years of his career with Dean Witter and Morgan Stanley acheiving Vice President in 2001. In 2003 he left Morgan Stanley to open his own office as an independent financial advisor affiliated with LPL Financial. He has over 30 years experience focusing on retirement planning, helping clients accumulate, preserve, and manage financial assets. A special focus of Martin's service is retirement income planning, anticipating what to do when the paychecks stop and being prepared when retirement arrives.

Martin is married with two children and three grandchildren. His pastime activities include serving his church, vacationing with his wife, spending time with grandchildren, biking, hiking and fly fishing.

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

"I believe assisting people in planning for retirement and managing their assets is a sacred trust and I pledge to provide the most courteous, professional and confidential service."

Martin R. Meier, MBA

Education, Licensing, and Training

  • Dean Witter approved Retirement Planning Specialist, 1995
  • Dean Witter National Training, 1982
  • Masters Degree in Business (MBA), 1981 Sacramento State University
  • Bachelors Degree in Economics (BA), 1976, University of California at Davis
  • Bachelors Degree in Psychology (BA), 1976, University of California at Davis
  • California State Life, Disability and Variable Annuity License #0819321
  • California State Long Term Care Certification 

Past Business Experience 

  • 2004 - Present   Branch manager and Financial Advisor with LPL Financial
  • 2001 - 2003       Vice President with Morgan Stanley
  • 1986 - 2000       Associate Vice President with Dean Witter Reynolds
  • 1982 - 2003       Financial Advisor with Dean Witter and Morgan Stanley.
  • 1980 - 1982       Faculty Member at Sacramento State University School of Business teaching Investments, Corporate & Personal Finance.
  • 1977 - 1980       Graduate Assistant and Research Analyst at Sacramento State University School of Business.

Professional /Community Associations

  • International Association of Financial Planners
  • University of California at Davis Alumni Association
  • Sacramento State University Alumni Association
  • Member of Fair Oaks Presbyterian Church
  • 2012 Five Star Wealth Manager Award as seen in the March 2012 issue of Sacramento Magazine
  • 2013 Five Star Wealth Manager Award as seen in the March 2013 issue of Sacramento Magazine.  
  • 2015 Five Star Wealth Manager Award as seen in the March 2015 issue of Sacramento Magazine.
  • 2016 Five Star Wealth Manager Award as seen in the March 2016 issue of Sacramento Magazine.

Five Star Wealth Manger Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2015 and 2016.