Maxwell Timothy Martin
Investment adviser representative at Kdm Wealth Management Inc.
13 yearsExperience
1 stateRegistered in
$112.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Kdm Wealth Management, Inc.May 2023 to now
- Kdm Investment Management, Inc.Jun 2019 to May 2023
- Full Time StudentJul 2013 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Kdm Wealth Management Inc.
$112.2MAssets managed
149Clients
3Advisers
1 yearIn 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
- 7793484
- Firm CRD
- 152002