MK
MK

Martin Kovach

36 Years of Experience
Allentown, PA
3 DisclosuresBroker

Martin Kovach is a registered investment advisor at Wells Fargo Advisors, based in Allentown, PA, with 36 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4905 W Tilghman St Ste 350, [Da-Rbo], Allentown, PA, 18104

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2004
Settled
Criminal
May 1992
Final Disposition
Criminal
April 1988
Final Disposition
Other Business Activities

Martin serves as the executor for his mother's estate and holds power of attorney for his father. Both activities are investment-related and require minimal time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
June 2004 - Present · 22 yrs 4 mos
Wells Fargo Advisors
June 2004 - Present · 22 yrs 4 mos
Previous Registrations
Wachovia Securities, LLC
June 2003 - June 2004 · 1 yr
Wachovia Securities, LLCBroker
October 2000 - June 2004 · 3 yrs 8 mos
First Union Brokerage Services, INC.Broker
May 1998 - October 2000 · 2 yrs 5 mos
Liberty Securities CorporationBroker
July 1996 - May 1998 · 1 yr 10 mos
Independent Financial Securities, INC.Broker
February 1993 - July 1996 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1991 - January 1993 · 1 yr 5 mos
Hibbard Brown & CO., INC.Broker
July 1989 - March 1991 · 1 yr 8 mos
State Registrations24 states
ARAZCACOCTFLGAMAMDMEMIMOMSNCNJNVNYOHPAPRRISCVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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