Max Huebner
Max Huebner is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 5 years of industry experience. Max is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10955 LOWELL AVE STE 900, 910, 920, 100, and 200, Overland Park, KS, 66210
Get directionsHistory
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
Max works as a financial associate for Prosperity Advisors, LLC, dedicating full-time hours to financial services. He also refers clients to a CPA through Prosperity Tax Center, LLC, and works as an insurance agent selling fixed insurance products, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Amber StollCetera Investment Advisers LLC
- Douglas Filipovits, CFPCetera Investment Advisers LLC
- Zachary Eckert, CFPCetera Investment Advisers LLC
- Sean Tucker, CFPCetera Investment Advisers LLC
- Kelly Arias, CFPCetera Investment Advisers LLC
- Joel Morrison, CFPCetera Investment Advisers LLC