David Kohl Martin
Professional Summary
David Kohl Martin, who also goes by David Martin, is a registered financial advisor currently at MB GEN WEALTH located in Spokane, Washington. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. David has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Martin
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
MB GEN WEALTH | MB GENERATIONAL WEALTH, LLC | MB GENERATIONAL WEALTH ADVISORS
Contact Information
Main Address
111 S. Post Street Suite 2250, Spokane, WA 99201-6021Phone Number
(509) 703-5715# of Employees
3SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
398AUM (Assets Under Management)
$404,425,850Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
MB GEN WEALTH | MB GENERATIONAL WEALTH, LLC | MB GENERATIONAL WEALTH ADVISORS
State Registrations and Notice Filings
(9/7/2023)
(9/7/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2005About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Apr 2005About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Kohl Martin's CRS (Customer Relationship Summary).
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