Unclaimed Profile

Kurt A Marty

M&B INVESTMENT ADVISORS, LLC·CINCINNATI, Ohio

Series 7, Series 66Clean record22 years registeredM&B INVESTMENT ADVISORS, LLC

1248 SPRINGFIELD PIKE, CINCINNATI, OH 45215-2142CRD# 4511118Firm CRD# 154255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kurt A Marty · CINCINNATI, OH

Registration

CRD #4511118 · M&B INVESTMENT ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MBIA CAPITAL ADVISORS

Apr 2011 – present

RESOURCES PLANNING GROUP INC

Aug 2003 – Dec 2009

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 18, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M&B INVESTMENT ADVISORS, LLC

CRD 154255 · SEC 801-129985

AUM

$135M

Regulatory assets under management

Employees

445 client accounts

Services offered by M&B INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at M&B INVESTMENT ADVISORS, LLC →

Introduction

Speak with Kurt

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kurt is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kurt A Marty offer?

Kurt A Marty specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Kurt A Marty's credentials?

Kurt A Marty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kurt A Marty located?

Kurt A Marty is based in CINCINNATI, Ohio, working with M&B INVESTMENT ADVISORS, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Kurt A Marty charge for services?

Kurt A Marty's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M&B INVESTMENT ADVISORS, LLC?

M&B INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →