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Martin William Kohlieber

SGL Financial, LLC

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About Martin William Kohlieber

Martin William Kohlieber is a financial advisor registered in the state of Illinois. Martin is affiliated with SGL Financial, LLC, and has been with the firm since June 2022. Martin has been in the securities industry since June 2018. Martin holds licenses to sell securities, investments and variable insurance products. Martin is also a registered Investment Advisor Representative in Illinois. Martin has a history of working with high net worth individuals and other individuals.

Firm Information

Martin Kohlieber is currently registered with SGL Financial, LLC. SGL Financial, LLC is a registered investment advisor based in BUFFALO GROVE, IL with 15 licensed agents and 16 investment advisor representatives. They manage approximately $214,042,234 in assets for 1,524 clients. The firm provides financial planning, educational seminars, and publication of periodicals. They also offer portfolio management for individuals and selection of other advisors. The firm's clientele includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
SGL Financial, LLC

1130 W LAKE COOK ROAD

BUFFALO GROVE, IL 60089

$214.04M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Martin Kohlieber’s Registration & Firm History

IL

07/20/2023 - Present

SGL Financial, LLC (Buffalo Grove IL)

UT

06/06/2018 - 06/14/2022

E*TRADE SECURITIES LLC (SANDY UT)

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Licenses & Designations

IA

Issued 07/19/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin William Kohlieber.
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