Maxwell Michael Harcey
Investment adviser representative at Advisors Management Group Inc
10 yearsExperience
1 stateRegistered in
$819.6MFirm assets
37 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Advisors Management Group IncMay 2022 to now
- FreighthouseSep 2021 to May 2022
- University of Wisconsin-lacrosseSep 2020 to Jan 2024
- Kwik TripJun 2020 to Sep 2021
- Red LobsterJun 2019 to Apr 2020
- Logan High SchoolSep 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
Advisors Management Group Inc
$819.6MAssets managed
1,918Clients
12Advisers
37 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
- 7779749
- Firm CRD
- 113020