Maxwell Wittenberg (CRD# 7071572) is an Investment Advisor Representative working at Independent Wealth Solutions in Encinitas, CA and has over 4 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2019 - Current | 5 |
| Northwestern Mutual Investment Services LLC | Carlsbad, CA | Feb 2019 - Current | 5 |
| Wittenberg Rentals | Cardiff By The Sea, CA | Jan 2008 - Jan 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$154,136
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA
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