Rob Mastel

Principal

Solution to the Retirement Plan Sponsor's Dilemma. 

RPM Advisors, LLC offers a unique process of evaluating plans and plan providers that joins the priorities of the plan and organization to a provider offering the best solution for your organization and participants.  

RPM Advisors, LLC goes beyond traditional screening methods to deliver superior fund evaluation.  We not only pick the factors to evaluate, but assign weights to each factor, creating a customized fund line-up specfic to your strategic goals.

Experience

RPM Advisors, LLC is a fee based only independent advisory firm with over 20 years of experience working with retirement plans and retirement accounts.   

RPM Advisors, LLC is at the forefront of this quickly changing retirement plan landscape and we work closely with our clients because we are fully committed to meeting and exceeding expectations. 

Before founding RPM Advisors, Rob was the Retirement Developement Manager and Vice President with Bell State Bank & Trust where he oversaw the Retirement Development area primarily responsible for Employer Defined Contribution and Defined Benefit retirement plans.  Rob also served as a member to the organization's mutual fund committee. 

 

Prior to that, Rob was a Relationship Manager/Asset Consultant/Vice President with Wells Fargo for 12 years, where he was responsible for the large plan market and overseeing plans with assets in excess of $600 million and over 10,000 participants.  Rob also served as Asset Consultant for the North and South Dakota region with Wells Fargo's Institutional Trust Services. 

Rob earned his B.S. degree in Business Administration from Minnesota State University - Moorhead.  He is a Certified Financial Planner (CFP®) and has also earned his Certified Employee Benefits Specialist (CEBS) designation and Retirement Plan Associate (RPA) designation from the International Foundation of Employee Benefit Plans and the University of Pennsylvania's Warton School of Business.

 

Rob currently lives in Fargo, North Dakota with his wife and two daughters.  He enjoys spending his spare time with his family and on traveling, camping, hiking, hunting, home remodeling and sports.

What Really Matters

The most important thing is to define your goals

Biography