Max Filbeck is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2021-12-21 | present | Yes |
| SEQUOIA FINANCIAL ADVISORS, L.L.C. | 2021-08-20 | 2021-12-01 | — |
| KEEN WEALTH ADVISORS | 2019-07-16 | 2021-06-01 | — |