Martin William Kohlieber
Investment adviser representative at Sgl Financial, LLC
10 yearsExperience
1 stateRegistered in
$416MFirm assets
11 yearsFirm in business
Are you Martin William Kohlieber? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Sgl Financial, LLCJun 2022 to now
- E*trade Securities LLCApr 2018 to Jun 2022
- Byu IdahoJan 2018 to Apr 2018
- Moms Kandy KitchenJul 2017 to Jan 2018
- Costco WholesaleOct 2016 to Jan 2017
- Byu IdahoJul 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sgl Financial, LLC
$416MAssets managed
884Clients
13Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6946005
- Firm CRD
- 158023