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Maxwell Dakota Madson

Madson Wealth Advisors Inc.

Santa Rosa, CA

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Current Employers
Madson Wealth Advisors Inc.

1160 North Dutton Ave Ste 210, Santa Rosa, CA 95401 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-02-17
CA RA APPROVED 2026-02-09
TX RA APPROVED_RES 2026-02-09
  • NH RA
    APPROVED
    Since 2026-02-17
  • CA RA
    APPROVED
    Since 2026-02-09
  • TX RA
    APPROVED_RES
    Since 2026-02-09

Branch Locations

1160 North Dutton Ave Ste 210, Santa Rosa, CA 95401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Santa Rosa CA 03/2015 02/2024
Thrivent Financial Appleton WI 07/2015 02/2024
Commonwealth Financial Network Dba Madson Wealth Advisors, Inc. San Diego CA 02/2024 02/2026
Madson Wealth Advisors, Inc. Santa Rosa CA 02/2026 Present
Previous Registrations
Other Businesses

Fixed insurance sales; as of 2/2/2024; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-30
  • S66 Uniform Combined State Law Examination
    2015-04-30

View on SEC IAPD

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