Maxwell Martin has been an investment adviser representative at KDM Wealth Management since August 2023, and is not listed among the firm’s executive officers or direct owners.
KDM Wealth Management Inc. is a Geneva, IL firm with $112M under management, 149 clients and 3 advisers in one office, as of its August 2026 filing.
- KDM Wealth Management Inc.Current– present · 3 yearsGeneva, IL · Adviser representative · Firm CRD 152002
Investment adviser representative registrations
Maxwell Martin is registered as an investment adviser representative in Illinois, since August 2023.
- IllinoisSince 21 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Maxwell Timothy Martin
- CRD
- 7793484
- Firm
- KDM Wealth Management · CRD 152002
- Office
- 321 STEVENS STREET, SUITE R, Geneva, IL 60134
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Maxwell Martin work?
Maxwell Martin is an investment adviser representative registered through KDM Wealth Management Inc. since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Maxwell Martin a financial advisor?
Yes. Maxwell Martin has a current investment-adviser registration in Illinois, through KDM Wealth Management since August 2023.
How many years of experience does Maxwell Martin have?
Maxwell Martin has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Maxwell Martin passed?
Maxwell Martin passed the Series 65 in August 2022.
Where is Maxwell Martin based?
Maxwell Martin’s registered office is in Geneva, IL.
Is Maxwell Martin registered with FINRA?
No. Maxwell Martin has no current broker registration.
How can I verify Maxwell Martin’s record?
Search CRD 7793484 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maxwell Martin’s full registration record.
