Kevin Carter Max
Investment adviser representative at Bluestem Wealth Partners, LLC
21 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Bluestem Wealth Partners, LLCFeb 2023 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Feb 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Bluestem Wealth Partners, LLC
$1.1BAssets managed
1,687Clients
18Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1436077
- Firm CRD
- 324489