CRD: 167863
Maxwell Financial Group, INC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-05-2013
- Office Locations
- 2
Office Locations
About Maxwell Financial Group, INC
Maxwell Financial Group is a California- and Oregon-organized RIA focused on personalized financial planning for individuals and business owners—especially retirement readiness, business transitions, and legacy goals. Portfolios lean heavily on ETFs, with investment planning and risk-focused allocation. The firm also maintains an affiliated insurance agency, enabling annuity and life insurance solutions alongside advisory services when appropriate.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DANIEL WAYNE KUTZKEY
Founder, President
- CRD
- #5085926
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
KELLEN BART DOOP
Financial Services Representative
- CRD
- #5042436
DAVID RAYMOND MALMSTEDT
Independent Insurance Agent
- CRD
- #6349880
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,800,000 | -- |
| Total | $8,800,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing