Check the background of this Financial Professional on FINRA's BrokerCheck.

Meet Brooke

Professionally, Brooke Martin, offers several years of experience as a financial advisor. She is FINRA registered to sell securities and holds an MBA in accounting and finance.

Brooke takes pride in her attention to detail, consistent follow through, and her commitment to helping clients. She takes the time to understand each of your needs and aspirations and uses them to create a comprehensive financial plan that addresses retirement income, investment management, estate planning*, and any other financial concerns you may have. She makes it a priority to monitor your investments and overall plan objectives.

As your Financial Professional, Brooke is ready to learn about you, listen to your concerns and goals, and help you meet your financial goals. Give us a call today to set up your no cost, no obligation consultation!

The Ascentra Retirement and Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Contact Brooke

Planning to Rollover Your 401(k)?

• Do you have an old 401(k) or pension?
• Are you changing jobs?
• Close to retirement?

You have several options when it comes to old and current retirement plans. Set up a consultation with Brooke today by calling 563-459-6923 or by email at brooke.martin@cunamutual.com. 

Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-3193587.1-0820-0922

1. Discovery

We’ll listen carefully and conscientiously to your goals and desires for the future. Our thorough discussion allows us to get to know you on a personal level and includes learning about family dynamics, work history, special circumstances that may affect your financial goals and your thoughts about money. This will enable us to provide you with a comprehensive analysis of your current financial situation.

2. Analyze & Recommend

With the personal and financial data that we gathered in our initial meeting we will evaluate your alternatives, then share with you a financial plan that will help provide you with a road map to meet your personal and financial goals.

3. Implement

We will put your plan in place. We want you to feel confident about your plan of action. Once you have a chance to review your comprehensive plan we will discuss if there are any specific adjustments that need to be made, and specific product and service recommendations.

4. Review

We stay connected with you. You’ll find Ascentra Retirement & Investment Services to be an active and committed partner in making sure your plan continues to help you reach for your financial goals over time. We have established a comprehensive annual review process that includes reviewing any changes in the economy, your life, health, income and tracking your plan of action.

Schedule an Appointment

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