Investment adviser representative · Oak Peak Financial
Kevin B. Martin
CRD 6511099 · Menlo Park, CA
At a glance
Kevin B. Martin is an investment adviser representative with Oak Peak Financial in Menlo Park, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kevin’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Oak Peak FinancialSince July 2015Menlo Park, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kevin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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