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David Kohl Martin

MB GENERATIONAL WEALTH, LLC·SPOKANE, Washington
Unclaimed Profile
111 S. POST STREET, SPOKANE, WA 99201-6021CRD# 2472822Firm CRD# 327967
01

About

David Kohl Martin is a registered financial advisor based in SPOKANE, Washington, affiliated with MB GENERATIONAL WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MB GENERATIONAL WEALTH, LLC
MB GEN WEALTH
AUM
$335M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MB GENERATIONAL WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2472822
Firm CRD# 327967
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Kohl Martin offer?
David Kohl Martin specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SPOKANE, Washington for a consultation.
What are David Kohl Martin's credentials?
David Kohl Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Kohl Martin located?
David Kohl Martin is based in SPOKANE, Washington, working with MB GENERATIONAL WEALTH, LLC. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does David Kohl Martin charge for services?
David Kohl Martin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MB GENERATIONAL WEALTH, LLC?
MB GENERATIONAL WEALTH, LLC has approximately 3 employees and manages $335M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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Research
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