Martin William Kohlieber

Sgl Financial, LLC

6 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate PlanningHigh Net Worth

Sgl Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

1,136 clients

Average Client Portfolio

$192K average

Assets Under Management

$218.6M

Fee Structure

Minimum Investment:$50K

Location

1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL, 60089

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sgl Financial, LLC

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

E*trade Securities LLCBroker

June 2018 - June 2022 · 4 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.