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Martin Juergens, financial advisor Olympia WA

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
Royal Alliance Associates, Inc. Olympia, WA Nov 2018 - Current 5
Kiley Juergens Wealth Management Olympia, WA Sep 2009 - Current 14
Signator Investors, Inc. Lafayette, CA Dec 2015 - Nov 2018 2
Symetra Investment Services, Signator Financial/sii Olympia, WA Feb 2012 - Dec 2015 3
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
2409 Pacific Ave Se, Olympia, WA 98501
Phone Number: 360-350-4747
Advisor Website: www.kj-wm.com
Firm Website: https://www.kj-wm.com
Registered State(s):
  • WA
Current Firm Details
Kiley Juergens Wealth Management, LLC
Firm's CRD Number: 151088
2409 Pacific Ave Se, Olympia, WA 98501
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    5,873
    ACCOUNTS
  • Average Account Value
    $276,165
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
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, ID, LA, MN, MT, OR, TX, WA

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