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Maxwell Thomas Gierke

Investment adviser representative at Focus Financial
11 yearsExperience
1 stateRegistered in
$6.8BFirm assets
16 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 assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Focus FinancialApr 2024 to now
  2. Osaic WealthAug 2023 to now
  3. Focus Financial Network Inc.Aug 2022 to now
  4. US Army ReservesMay 2015 to now
  5. Autumn TransportAug 2021 to Aug 2022
  6. SportsengineMay 2019 to Aug 2021
  7. Wheaton CollegeAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (MN).

Focus Financial

Legal name: Focus Financial Network, Inc.

$6.8BAssets managed
13,684Clients
121Advisers
16 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
7614873
Firm CRD
116140
Advisor's SEC record (opens in a new tab)
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