Sherwood, OR Office
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Maxwell Financial Group, Inc.
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Firm-wide stats for Maxwell Financial Group, Inc.
About
Maxwell Financial Group serves individual clients, including high‑net‑worth individuals, and provides advisory services to companies and pension/profit‑sharing plans. Its services include ongoing portfolio management, financial planning, third‑party portfolio reviews, and employer‑sponsored retirement plan advice.
The firm documents client goals and constraints in an Investment Policy Statement and conducts periodic reviews (at least quarterly), implementing strategies with client approval rather than on a discretionary basis. Maxwell employs a range of analytical methods (charting, fundamental, technical, cyclical) and may use long‑ and short‑term trading, margin, short sales, and options strategies consistent with client risk tolerances.
Noteworthy aspects include that the firm reports all managed assets as non‑discretionary (approximately $8.8 million) and that it periodically conducts no‑cost educational seminars focused on retirement planning. The brochure also discloses that some advisors are licensed insurance agents who may offer commissionable insurance products, and the firm offers fee‑based third‑party portfolio review services and formal fiduciary acknowledgements for retirement‑plan advice.
Based on Maxwell Financial Group, Inc.
Expertise
Based on Maxwell Financial Group, Inc.
Location
21370 SW Langer Farms Pkwy, Suite 142 135
Sherwood OR 97140
Advisors at this office
2
Advisors at this office
David M
Series 65
Sherwood, OR
Maxwell Financial Group, Inc.
David Malmstedt is a financial advisor at Maxwell Financial Group, Inc. with 11 years of industry experience. He holds a Series 65 designation and has been with Maxwell Financial Group since 2014. Outside of his advisory role, he is a managing member of a software company that develops and markets internet-related software products and mentors the team. Maxwell Financial Group serves individual clients, including high-net-worth individuals, as well as company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm applies a mix of charting, fundamental, technical, and cyclical analysis within a predominantly non-discretionary model and also offers retirement-focused educational seminars.
Daniel K
Series 66
Sherwood, OR
Maxwell Financial Group, Inc.
Daniel Kutzkey is a financial advisor at Maxwell Financial Group, Inc. in Manhattan Beach, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Maxwell Financial Group since 2013. Outside of advisory work, Kutzkey is involved in sales of individual and group life and health insurance products, as well as servicing outside group annuities. Maxwell Financial Group serves individual clients, including high-net-worth individuals, and certain company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm employs a predominantly non-discretionary investment approach and incorporates a variety of analytical techniques, offering a combination of advisory, review, and insurance-related services.
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