Martin Ledgerwood
Martin Ledgerwood is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Klamath Falls, OR, with 30 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
Location
810 Main Street, Suite 102, Klamath Falls, OR, 97601
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business Activities
Martin is involved with several non-profit organizations, including Klamath Lakes Cares, Rotary Club Foundation of Klamath County, and Sky Lakes Medical Center Foundation, dedicating minimal time to each. Martin also owns a private rental property.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
South Valley Wealth Management
South Valley Wealth ManagementBroker
State Registrations17 states
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
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