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Maxwell David Huseboe

Osaic Wealth, Inc.

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About Maxwell David Huseboe

Maxwell Huseboe is a financial advisor with Osaic Wealth, Inc., a firm with a strong presence in the financial industry. Maxwell holds the Series 7TO and SIE licenses and has been working in the industry since 2023. He works part-time for his father's company, Quality Plumbing, in Ripon, WI. Maxwell is also enrolled in UW-Whitewater campus and has been a full-time student for 10 years. Osaic Wealth, Inc. provides a range of financial services to individuals, businesses, and institutions. The firm's clients include high-net-worth individuals, corporations, and charitable organizations. Maxwell's experience and commitment to serving clients make him a valuable asset to Osaic Wealth, Inc.

Firm Information

Maxwell Huseboe is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maxwell Huseboe’s Registration & Firm History

WI

12/12/2024 - Present

Osaic Wealth, Inc. (RIPON WI)

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Licenses & Designations

BC

Issued 08/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/16/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maxwell David Huseboe.
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