Kevin B. Martin

OAK PEAK FINANCIAL

Menlo Park, CA 94025

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CRD#: 6511099

Professional summary

Kevin Bayard Martin, AIF®, CFP®, who also goes by Kevin B. Martin, Kevin Martin, is a registered financial advisor currently at OAK PEAK FINANCIAL located in Menlo Park, California.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kevin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin B. Martin | Kevin Martin

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.

2019-Present: Enrolled Agent for Oak Peak Financial/Not Investment Related/Palo Alto, CA/IRS Enrolled Agent/Tax Preparation/Involves up to 30% time each month, including during traditional business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bayard Martin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

July 21, 2015 - Present

OAK PEAK FINANCIAL

Office #1: 750 Menlo Avenue Suite 250, Menlo Park, CA 94025

RIA

CRD#: 226668

Menlo Park, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/21/2015)

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

State Security Law Exam

IAR

Series 65

Date: 4/8/2015

Uniform Investment Adviser Law Examination

Current Firm

OAK PEAK FINANCIAL

MARTIN, KEVIN BAYARD | OAK PEAK FINANCIAL

CRD#: 226668 / SEC#:

California

Registered Investment Advisory firm - (7/21/2015 Approved)

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Contact information

Main Address

750 Menlo Avenue Suite 250, Menlo Park, CA 94025

Mailing Address

Phone number

(650) 434-6600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 17,553,313

Red Flags

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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Kevin B. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bayard Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK PEAK FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 4/8/2015

Current Firm

OAK PEAK FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OAK PEAK FINANCIAL

TRUST BUT VERIFY

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