Maximilian Kendall
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCSep 2026 to now
- Equitable Advisors, LLCMay 2026 to Sep 2026
- UnemployedFeb 2026 to May 2026
- Ensign Advisory Partners LLCJan 2025 to Feb 2026
- UnemployedOct 2024 to Dec 2024
- Cetera Advisor Networks LLCJun 2024 to Sep 2024
- UnemployedMay 2024 to May 2024
- Thrivent FinancialJan 2024 to Apr 2024
- Thrivent Investment Management IncMay 2023 to Dec 2023
- California Lutheran/utah Valley/ Pinnacle High SchoolMay 2013 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7743101
- Firm CRD
- 11025