Cain K. Martin

MB GEN WEALTH

Spokane, WA 99201-6021

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CRD#: 7482289

Professional summary

Cain Kohl Martin is a registered financial advisor currently at MB GEN WEALTH located in Spokane, Washington.

Cain is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Cain has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Ray Baker Golf, LLC; Not investment related; Spokane, WA; Golfing Apparel Manufacturer and distributor; Owner; 02/28/25; 10 hours per month, none during securities trading hours; 0 hours; Marketing and Operations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cain Kohl Martin's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 2, 2023 - Present

MB GEN WEALTH

Office #1: 111 S. Post Street Suite 2250, Spokane, WA 99201-6021

RIA

CRD#: 327967

Spokane, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MB GEN WEALTH

MB GEN WEALTH | MB GENERATIONAL WEALTH, LLC | MB GENERATIONAL WEALTH ADVISORS

CRD#: 327967 / SEC#: 801-128683

RIA

Registered Investment Advisory firm - (9/7/2023 Approved)

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

Hawaii
(10/2/2023)

IAR

Idaho
(10/2/2023)

IAR

Louisiana
(10/2/2023)

IAR

Texas
(10/2/2023)

IAR

Washington
(10/2/2023)

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

State Security Law Exam

IAR

Series 65

Date: 3/31/2023

Uniform Investment Adviser Law Examination

Current Firm

MB GEN WEALTH

MB GEN WEALTH | MB GENERATIONAL WEALTH, LLC | MB GENERATIONAL WEALTH ADVISORS

CRD#: 327967 / SEC#: 801-128683

RIA

Registered Investment Advisory firm - (9/7/2023 Approved)

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Contact information

Main Address

111 S. Post Street Suite 2250, Spokane, WA 99201-6021

Mailing Address

Phone number

(509) 703-5715

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MB GENERATIONAL WEALTH ADV PART 2A (4/2/2025)

Regulatory assets under management

Total Number of Accounts	392
AUM (Assets Under Management)	$ 333,803,619

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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Cain K. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cain Kohl Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MB GEN WEALTH

Primary Firm SEC Registration

MB GEN WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2023

Current Firm

MB GEN WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MB GEN WEALTH

TRUST BUT VERIFY

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