Maxwell
Carlos
Laurel Wealth Planning
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About this Advisor
Maxwell Carlos is a financial advisor based in Minneapolis, Minnesota, working with Laurel Wealth Planning. Maxwell has previously held positions at Ffp Wealth Management, LLC, Wells Fargo, Full Time Student, and Laurel Wealth Planning. Maxwell has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Maxwell is part of Laurel Wealth Planning, which operates out of Minneapolis, Minnesota. The firm has 7 employees and manages assets totaling $354.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Laurel Wealth Planning includes asset-based and hourly fees.
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Laurel Wealth Planning Brokerage Details
$354,710,057
7
889
$398,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Maxwell Carlos Work History
Laurel Wealth Planning
Ffp Wealth Management, LLC
Ffp Wealth Management, LLC
Wells Fargo
Full Time Student
Disclosures
Please visit the SEC profile of Maxwell Carlos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Laurel Wealth Planning
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
