Maxwell James Lawrence
Investment adviser representative at Md Financial Advisors / Vestment Financial
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$304.3MFirm assets
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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
Experience
13 years in the industry.
- Md Financial Advisors / Vestment FinancialSep 2024 to now
- Md Financial / Vestment FinancialSep 2023 to now
- Md Financial / Vestment FinancialMay 2023 to Aug 2023
- Eide Bailly, LLPDec 2022 to Mar 2023
- Md Financial / Vestment FinancialMay 2022 to Aug 2022
- Mankato State UniversitySep 2021 to May 2023
- Community Development BankJan 2021 to Aug 2021
- ST. Cloud State UniversityAug 2020 to Dec 2020
- Spectrum High SchoolAug 2013 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Md Financial Advisors / Vestment Financial
Legal name: Vestment Financial LLC
$304.3MAssets managed
478Clients
13Advisers
7 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
- 7978299
- Firm CRD
- 168771