Martin Kohlieber (CRD# 6946005) is an Investment Advisor Representative working at Sgl Financial, LLC in Buffalo Grove, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sgl Financial, LLC | Buffalo Grove, IL | Jul 2022 - Current | 1 |
| Sgl Financial, LLC | Buffalo Grove, IL | Jun 2022 - Current | 1 |
| E*trade Securities LLC | Sandy, UT | Nov 2019 - Jun 2022 | 2 |
| E*trade Securities LLC | Sandy, UT | Sep 2018 - Nov 2019 | 1 |
| E*trade Securities LLC | Sandy, UT | Apr 2018 - Sep 2018 | < 1 |
| Byu Idaho | Rexburg, ID | Jan 2018 - Apr 2018 | < 1 |
| Moms Kandy Kitchen | Rexburg, ID | Jul 2017 - Jan 2018 | < 1 |
| Byu Idaho | Rexburg, ID | Jan 2017 - Jul 2017 | < 1 |
| Costco Wholesale | Lake Zurich, IL | Oct 2016 - Jan 2017 | < 1 |
| Byu Idaho | Algonquin, IL | Jul 2016 - Jan 2017 | < 1 |
| Byu Idaho | Rexburg, ID | Jan 2016 - Jul 2016 | < 1 |
| Ready Menu | Lindon, UT | Aug 2015 - Jan 2016 | < 1 |
| Byu Idaho | Rexburg, ID | Jan 2015 - Aug 2015 | < 1 |
| Costco Wholesale | Spanish Fork, UT | Oct 2014 - Jan 2015 | < 1 |
| Malibu Canyon Landscape And Maintenance | Simi Valley, CA | Jun 2014 - Oct 2014 | < 1 |
| Moorpark Community College | Moorpark, CA | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S63 | Uniform Securities State Law Examination | Jun 2018 |
- IL
-
Total Assets Under Management214MILLIONS
-
Total Number of Accounts1,524ACCOUNTS
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Average Account Value$140,448
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CT, DE, FL, IL, LA, MI, NH, NJ, OK, SC, TX, VA, WI
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