MK
MK

Michael George Koch

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
2,780 clients
Average Client Portfolio
$288K average
Assets Under Management
$799.6M

Fee Structure

Minimum Investment:$50K
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Location

144 Wild Azalea Lane, Skillman, NJ, 08558

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael sells non-variable insurance through Martin Financial Group, dedicating minimal time. He also operates MGK Wealth Management as a DBA for his LPL business, committing full-time hours, and provides investment advisory services through Fortis Group Advisors, spending minimal time.

Employment History
Current Registrations
Fortis Group Advisors LLC
February 2018 - Present · 8 yrs
LPL Financial LLCBroker
February 2018 - Present · 8 yrs
Previous Registrations
LPL Financial LLC
February 2018 - January 2019 · 11 mos
Invest Financial Corporation
March 2008 - February 2018 · 9 yrs 11 mos
Invest Financial CorporationBroker
March 2008 - February 2018 · 9 yrs 11 mos
Thrivent Investment Management INC.
January 2005 - March 2008 · 3 yrs 2 mos
Thrivent Investment Management INC.Broker
July 2002 - March 2008 · 5 yrs 8 mos
Lutheran Brotherhood Securities CORP.Broker
October 2001 - July 2002 · 9 mos
State Registrations19 states
CACODEFLGAHILAMAMDMNNCNJNMNVNYOHPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.