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Maxwell R

Series 65, Series 66

Chicago, IL

AE Wealth Management, LLC

Maxwell Rinn is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at firms including Fisher Investments, JP Morgan, and Merrill Lynch. Outside of his advisory role, he is involved with Scott Tucker Solutions, Inc., where he engages in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a mix of fundamental, technical, and cyclical investment strategies delivered through a high client-to-advisor ratio platform serving over 127,000 clients.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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