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Martin Burch

17 Years of Experience
Davidson, NC
1 DisclosureBrokerSells Insurance

Martin Burch is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Davidson, NC, with 17 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2138 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

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

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Location

120 S Main St Ste B, Davidson, NC, 28036

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History

Regulatory History (1)
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
June 2016
Settled
Other Business ActivitiesSells Insurance

Martin may earn commissions from unaffiliated insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products. He also owns PDG Services LLC, Old Farm Land Co, and JEM Alpha LLC, dedicating about 10-20% of his time to PDG Services LLC and JEM Alpha LLC, and minimal time to Old Farm Land Co.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
May 2013 - Present · 13 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
February 2009 - Present · 17 yrs 8 mos
State Registrations32 states
ARCACOCTDCDEFLGAIAIDILINKSLAMAMDMIMONCNHNJNYOHOKORPASCTNTXVAVTWI
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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