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Martin Edwin Juergens

KILEY JUERGENS WEALTH MANAGEMENT, LLC·OLYMPIA, Washington
Clean recordKILEY JUERGENS WEALTH MANAGEMENT, LLC
2409 PACIFIC AVE SE, OLYMPIA, WA 98501CRD# 4604990Firm CRD# 151088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin Edwin Juergens · OLYMPIA, WA
Registration
CRD #4604990 · KILEY JUERGENS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Martin Edwin Juergens is a registered financial advisor based in OLYMPIA, Washington, affiliated with KILEY JUERGENS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KILEY JUERGENS WEALTH MANAGEMENT, LLC
KILEY JUERGENS WEALTH MANAGEMENT, LLC
AUM
$1.6B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at KILEY JUERGENS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4604990
Firm CRD# 151088
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Martin Edwin Juergens offer?
Martin Edwin Juergens specializes in Financial Planning, Investment Management. Contact their office in OLYMPIA, Washington for a consultation.
What are Martin Edwin Juergens's credentials?
Martin Edwin Juergens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Edwin Juergens located?
Martin Edwin Juergens is based in OLYMPIA, Washington, working with KILEY JUERGENS WEALTH MANAGEMENT, LLC. Their office serves clients in the OLYMPIA metropolitan area and surrounding communities.
How does Martin Edwin Juergens charge for services?
Martin Edwin Juergens's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KILEY JUERGENS WEALTH MANAGEMENT, LLC?
KILEY JUERGENS WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KILEY JUERGENS WEALTH MANAGEMENT, LLC

Mark Thomas Boyer
OLYMPIA, WA
John Francis Kiley
OLYMPIA, WA
Robert Dennis Heck
OLYMPIA, WA

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