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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Carter Max is a financial advisor with Bluestem Wealth Partners, LLC. Kevin has been in the financial industry for over 35 years and is a Chartered Financial Consultant. Kevin is licensed in Minnesota and Texas. Kevin is committed to providing personalized financial advice to help clients achieve their financial goals. Kevin has a passion for helping individuals and families plan for their financial future. Kevin's experience and expertise in financial planning and investment management make him a valuable resource for clients seeking to grow and protect their wealth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
02/09/2023 - Present
Bluestem Wealth Partners, LLC (MINNETONKA MN)
MN
01/25/1996 - 02/14/2023
AMERIPRISE FINANCIAL SERVICES, LLC (DELANO MN)
MN
01/25/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
10/16/1995 - 01/29/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
12/23/1985 - 10/23/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 11/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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