Martin JuergensCRD Number: 4604990
Current Firm: Kiley Juergens Wealth Management, LLC
Compensation Model: Fee Only
Byrne & Company Wealth Management, LLC
Nr Smith & Associates, P.s.
Stapp Financial Planning, Pllc
|Signator Investors, Inc.||Olympia, WA||Dec 2015 - Current||1|
|Symetra Investment Services, Inc.||Bellevue, WA||Feb 2012 - Current||5|
|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|
Total Assets Under Management248MILLIONS
Total Number of Accounts1,780ACCOUNTS
Average Account Value$139,283
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, LA, OR, TX, WA
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