Rob Mastel CFP CEBS
About
Rob Mastel CFP CEBS is from Fargo, North Dakota, United States. Rob is currently President at RPM Advisors, LLC. In Rob's previous role as a Retirement Manager at Bell State Bank & Trust, Rob worked in until Aug 2012. Prior to joining Bell State Bank & Trust, Rob was a Relationship Manager/Asset Consultant at Wells Fargo and held the position of Relationship Manager/Asset Consultant.
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Rob Mastel CFP CEBS's current jobs
Offering advisory services to Institutional employer sponsored retirement plans. Portfolio Management Benefits Consulting • Plan Strategy and Design • Defined Contribution Plan Consulting • Ongoing Plan Operational and Administration Consulting Investment Consulting • 3(21) Investment Advisor • 3(38) Investment Manager • Participant Investment Advice • Assist Client in meeting their fiduciary obligations • Design and maintain an effective investment line-up menu • Create a disciplined process for monitoring and handling Plan investments • Provide Plan participants with an effective investment menu • Provide Trustee with proper information for effective decision making • Establish a formal review process Develop and Implement an Investment Policy Statement • Defines fund selection criteria • Defines monitoring criteria • Defines specific fund performance criteria • Defines fund replacement procedures Financial Planning