Martin O'Shaughnessy

Martin O’Shaughnessy

Relationship Manager

507.625.5876 Ext. 0052

Marty joined the Discipline Advisors team in July of 2023 after moving to Minnesota from Chicago. Prior to Discipline Advisors, Marty spent five years at AssetMark, a fee-based Investment Platform and Custodian for Independent Advisors. He consulted with Financial Advisors around the country, helping them transition their business to a Fiduciary model while increasing efficiency and profitability. At Discipline Advisors, Marty helps the team with day-to-day client service, along with supporting the team with general investment research and financial planning.

Marty is a graduate of Bradley University with a Bachelor of Science Business degree. He furthered his education in the industry by taking investment management courses through the Yale School of Management. Marty currently holds Series 65, 63, 6 and 7 licenses.

Outside of work, Marty enjoys spending time with family and friends, boating, playing tennis, and going for walks with his dog Lynette.

Check the background of this investment professional FINRA Broker Check.