Martin Kohlieber has been an investment adviser representative at SGL Financial since July 2023, and is not listed among the firm’s executive officers or direct owners.
SGL Financial, LLC is a Buffalo Grove, IL firm with $416M under management, 884 clients and 13 advisers across 4 offices, as of its September 2026 filing.
- SGL Financial, LLCCurrent– present · 3 yearsBuffalo Grove, IL · Adviser representative · Firm CRD 158023
Investment adviser representative registrations
Martin Kohlieber is registered as an investment adviser representative in Illinois, since July 2023.
- IllinoisSince 20 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 July 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 18 June 2018 |
| Series 7 | General Securities Representative Examination | 6 June 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Martin William Kohlieber
- CRD
- 6946005
- Firm
- SGL Financial · CRD 158023
- Office
- 1130 W Lake Cook Road, Suite 150, Buffalo Grove, IL 60089
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Martin Kohlieber work?
Martin Kohlieber is an investment adviser representative registered through SGL Financial, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Martin Kohlieber a financial advisor?
Yes. Martin Kohlieber has a current investment-adviser registration in Illinois, through SGL Financial since July 2023.
How many years of experience does Martin Kohlieber have?
Martin Kohlieber has 7 years in the financial industry, since July 2019, across 1 adviser firm.
What exams has Martin Kohlieber passed?
Martin Kohlieber has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 2018. FINRA credited Martin Kohlieber with the SIE, which began in October 2018.
Where is Martin Kohlieber based?
Martin Kohlieber’s registered office is in Buffalo Grove, IL.
Is Martin Kohlieber registered with FINRA?
No. Martin Kohlieber has no current broker registration.
How can I verify Martin Kohlieber’s record?
Search CRD 6946005 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Kohlieber’s full registration record.
- Gabriel LewitChief Executive Officer
- Gery SadzewiczChief Compliance Officer
- Steven LewitOwner