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Chief Investment Officer · James R. Martin Consulting, Inc

Daniel L. Koerner

CRD 2879433 · Named on Form ADV at one SEC-registered adviser

At a glance

James R. Martin Consulting, Inc, an SEC-registered wealth manager based in Vancouver, WA with $443 million in regulatory assets, lists Daniel L. Koerner on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James R. MartinPresident, James R. Martin Consulting, Inc
  • Jill A. ForemanChief Compliance Officer, Vice President, Secretary, Treasurer, James R. Martin Consulting, Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.