Maxwell Opheim
Maxwell Opheim is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 6 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
130 Cheshire Ln, Ste 150, Minnetonka, MN, 55305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Maxwell is an Investment Advisory Representative at AdvisorNet Wealth Partners and a Financial Professional at AdvisorNet Financial Inc. He also works as an insurance agent selling life, health, disability, fixed annuities, and long-term care products, dedicating a few hours per week to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Advisornet Wealth Partners
Cetera Advisor Networks LLC
State Registrations18 states
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