Martin Juergens, financial advisor Olympia WA
98 score

Martin Juergens

CRD Number: 4604990
Current Firm: Kiley Juergens Wealth Management, LLC
Compensation Model: Fee Only
Martin Juergens (CRD# 4604990) is an Investment Advisor Representative working at Kiley Juergens Wealth Management, LLC in Olympia, WA and has over 13 years of experience in the finance industry.
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Company Name Location Dates Years
Signator Investors, Inc. Olympia, WA Dec 2015 - Current 1
Symetra Investment Services, Inc. Bellevue, WA Feb 2012 - Current 4
Kiley Juergens Wealth Management Olympia, WA Jul 2009 - Current 7
Birchtree Financial Services Inc. Olympia, WA Aug 2007 - Sep 2009 2
Rsm Mcgladrey Inc. Olympia, WA Aug 2007 - Sep 2009 2
Salomon Smith Barney Olympia, WA Oct 2002 - Aug 2007 4
Citigroup Global Markets Inc. Olympia, WA Oct 2002 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Martin E. Juergens
Phone Number: (360) 350-4747
Advisor Website: www.kj-wm.com
Firm Website: http://www.kj-wm.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    248
    MILLIONS
  • Total Number of Accounts
    1,780
    ACCOUNTS
  • Average Account Value
    $139,283
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, OR, TX, WA

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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