Maxwell Madsenemail
2901 West Blue Grass Blvd Suite 320
Lehi, UT 84043
Professional Story
Max has lived in the Salt Lake City area of Utah most of his life. He is a graduate of the University of Utah (David Eccles School of Business) where he received his Bachelor of Science in Finance. In his spare time Max enjoys snowboarding, movies and bowling. Max has been in the financial services industry since 2009. He provides personal service to his clients so that they can feel that their concerns and goals are known and important to him as well. Max finds joy in continuing to plan with his clients each year in order to adjust their goals as their life changes. Max can speak both English and Spanish with his clients.
Max holds the Retirement Income Certified Professional designation from The American College of Financial Services.
Life and Health Insurance Licensed in the 50 US States and also D.C.
FINRA Series 7 and 66 (IAR) securities licensed in Utah, California, Colorado, Wyoming, Idaho, Nevada, Texas, Arizona, Florida, Georgia, Hawaii, Illinois, Indiana, Maryland, Michigan, Massachusetts, Minnesota, Mississippi, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Vermont, Virginia and Washington.
Education
University of Utah, Bachelor of Science in Finance, Graduated in 2013
Languages:
- English
- Spanish
Credentials:
- RICP®
Specialties:
- Business Owners
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Charitable Giving
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
- Financial Planning ®
- Group Benefits
Check the background of this investment professional on FINRA's BrokerCheck
See Maxwell’s Licenses and Disclosures