A complete list of active advisors currently associated with Maxele Advisors, LLC

Warmer can help you find a great advisor at Maxele Advisors, LLC or one who fits your needs even better.

Maxele Advisors provides financial planning and wealth management to a range of clients including individual investors (both high-net-worth and non-HNW), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Services include comprehensive and modular financial planning and discretionary or non-discretionary portfolio management. The firm implements proprietary model portfolios and allocates across equities, ETFs, mutual funds, individual debt, and options, drawing on both fundamental and technical analysis to shape recommendations. Accounts are monitored on an ongoing basis with formal reviews at least quarterly and portfolio construction is intended to reflect each client’s stated risk tolerance and time horizon. Notably, Maxele manages roughly $201.6 million in discretionary assets while serving an unusually large client base per advisor—over 200 clients per advisor—which it supports through model-based strategies and custodial technology. The firm also relies on third-party platform services (including software and trading support) from its recommended custodian and does not vote client proxies, instead directing proxy materials to clients for their action.

To learn more about the advisors currently working at Maxele Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ryan Bowman	Webster Groves, MO	7
Stephen Erken	Webster Groves, MO	26

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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