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Maxwell Cyr Kemper

Investment adviser representative at Carlson Investments
21 yearsExperience
1 stateRegistered in
$735.5MFirm 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 assets

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Carlson InvestmentsAug 2025 to now
  2. EliseaiOct 2024 to Jul 2025
  3. PwcSep 2022 to Oct 2024
  4. StudentSep 2005 to Aug 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

Carlson Investments

Legal name: Dl Carlson Investment Group Inc.

$735.5MAssets managed
360Clients
8Advisers
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
8196481
Firm CRD
105729
Advisor's SEC record (opens in a new tab)
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