Maxwell Patrick Stangret
Investment adviser representative at Assetmark, Inc.
11 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
Are you Maxwell Patrick Stangret? Claim your profile
Contact this firm
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
11 years in the industry.
- Assetmark, Inc.Jul 2025 to now
- Assetmark Financial Holdings, IncJul 2025 to now
- Tuco & BlondieAug 2024 to now
- PhmgMar 2025 to Apr 2025
- Mcadam LLCAug 2022 to May 2024
- Rojo Mexican GrillSep 2020 to Aug 2022
- University of MinnesotaSep 2018 to Jun 2022
- Vandy's GrilleDec 2016 to Sep 2019
- Waconia High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7612610
- Firm CRD
- 109018