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Martin William Kohlieber

Sgl Financial, LLC

Buffalo Grove, IL

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Current Employers
Sgl Financial, Llc

1130 W Lake Cook Road Suite 150, Buffalo Grove, IL 60089 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-07-20
  • IL RA
    APPROVED
    Since 2023-07-20

Branch Locations

1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL 60089 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Sandy UT 04/2018 09/2018
Moms Kandy Kitchen Rexburg ID 07/2017 01/2018
Byu Idaho Rexburg ID 01/2018 04/2018
Byu Idaho Rexburg ID 01/2017 07/2017
Costco Wholesale Lake Zurich IL 10/2016 01/2017
Byu Idaho Algonquin IL 07/2016 01/2017
E*Trade Securities Llc Sandy UT 09/2018 11/2019
E*Trade Securities Llc Sandy UT 11/2019 06/2022
Sgl Financial, Llc Buffalo Grove IL 06/2022 Present
Sgl Financial, Llc Buffalo Grove IL 07/2022 Present
  • 04/2018 → 09/2018
    E*Trade Securities Llc
    Sandy, UT
  • 07/2017 → 01/2018
    Moms Kandy Kitchen
    Rexburg, ID
  • 01/2018 → 04/2018
    Byu Idaho
    Rexburg, ID
  • 01/2017 → 07/2017
    Byu Idaho
    Rexburg, ID
  • 10/2016 → 01/2017
    Costco Wholesale
    Lake Zurich, IL
  • 07/2016 → 01/2017
    Byu Idaho
    Algonquin, IL
  • 09/2018 → 11/2019
    E*Trade Securities Llc
    Sandy, UT
  • 11/2019 → 06/2022
    E*Trade Securities Llc
    Sandy, UT
  • 06/2022 → Present
    Sgl Financial, Llc
    Buffalo Grove, IL
  • 07/2022 → Present
    Sgl Financial, Llc
    Buffalo Grove, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-19
S63 Uniform Securities Agent State Law Examination 2018-06-18
  • S65 Uniform Investment Adviser Law Examination
    2023-07-19
  • S63 Uniform Securities Agent State Law Examination
    2018-06-18

View on SEC IAPD

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GABRIEL DAVID LEWIT
ROGER JAY COWEN
STEVEN JAMES THOMAS
Robert Joel Eisenberg

Other Offices

SGL FINANCIAL, LLC · BUFFALO GROVE, IL
HIGHTOWER ADVISORS, LLC · BUFFALO GROVE, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · Buffalo Grove, IL
JOURNEY FINANCIAL GROUP, INC. · BUFFALO GROVE, IL
PHASE III ADVISORY SERVICES, LTD · BUFFALO GROVE, IL
JOURNEY FINANCIAL GROUP, INC. · BUFFALO GROVE, IL
JOURNEY FINANCIAL GROUP, INC. · BUFFALO GROVE, IL
PNC WEALTH MANAGEMENT LLC · BUFFALO GROVE, IL

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