Maxwell Madson (CRD# 6429368) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 9 years of experience in the finance industry.
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 5598677
Mai Capital Management, LLC
CRD# 2169633
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Feb 2024 - Current | < 1 |
| Madson Wealth Advisors | Santa Rosa, CA | Feb 2024 - Current | < 1 |
| Thrivent Financial | Appleton, WI | Jul 2015 - Feb 2024 | 8 |
| Thrivent Investment Management Inc. | Santa Rosa, CA | Mar 2015 - Feb 2024 | 8 |
| Thrivent Financial | Appleton, WI | Mar 2015 - Jul 2015 | < 1 |
| Unemployed | Santa Rosa, CA | Oct 2014 - Mar 2015 | < 1 |
| University Of California, Santa Barbara | Goleta, CA | Jun 2012 - Oct 2014 | 2 |
| University Of California, Santa Barbara | Goleta, CA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- CA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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