Unclaimed Profile

David Kohl Martin

MB GENERATIONAL WEALTH, LLC·SPOKANE, Washington

SIE, Series 7, Series 9, Series 10, Series 63, Series 65Clean record26 years registeredMB GENERATIONAL WEALTH, LLC

111 S. POST STREET, SPOKANE, WA 99201-6021CRD# 2472822Firm CRD# 327967

Profile Verification

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

Identity

David Kohl Martin · SPOKANE, WA

Registration

CRD #2472822 · MB GENERATIONAL WEALTH, LLC · 26 years registered

Brand Profile

Not yet started

Career History

MB GEN WEALTH

Sep 2023 – present

MERRIMAN

Apr 2016 – Oct 2023

Spokane, WA

SUMMIT CAPITAL MANAGEMENT LLC

Jun 2008 – Apr 2016

SPOKANE, WA

SUMMIT CAPITAL STRATEGIES, LLC

Feb 2006 – Jun 2008

SPOKANE, WA

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Apr 2004 – Feb 2006

SPOKANE, WA

WACHOVIA SECURITIES, LLC

Jul 2000 – May 2004

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · July 26, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MB GENERATIONAL WEALTH, LLC

CRD 327967 · SEC 801-128683

AUM

$335M

Regulatory assets under management

Employees

378 client accounts

Services offered by MB GENERATIONAL WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MB GENERATIONAL WEALTH, LLC →

Introduction

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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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