Ellen Bosserman Martin
Investment adviser representative at Beacon Wealthcare LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$308.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Beacon Wealthcare LLCJun 2021 to now
- Prospera Financial ServicesNov 2014 to Jun 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Beacon Wealthcare LLC
$308.3MAssets managed
908Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6424629
- Firm CRD
- 312556