Kurtis Sevon Max
Investment adviser representative at Assetmark, Inc.
12 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
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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.
- Portfolio management
Experience
12 years in the industry.
- Assetmark, Inc.Apr 2026 to now
- Assetmark Brokerage, LLCDec 2025 to now
- Assetmark Financial HoldingsDec 2025 to now
- Huizhou Baijirui Pharmacy Co., Ltd. (baijirui Pharmaceuticals)Oct 2024 to now
- CleoAug 2025 to Dec 2025
- UnemployedSep 2024 to Oct 2024
- Symetra Securities, IncOct 2018 to Aug 2024
- Symetra Life Insurance CompanyOct 2018 to Aug 2019
- UnemployedJun 2018 to Sep 2018
- North Coast Gymnastics AcademyApr 2015 to Jun 2018
- Willows LodgeApr 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7032783
- Firm CRD
- 109018