Maxwell Dakota Madson

Employer firm

Madson Wealth Advisors Inc. CRD 338608

$209M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 02/2024
  Thrivent Investment Management Inc
  Santa Rosa, CA
• 07/2015 → 02/2024
  Thrivent Financial
  Appleton, WI
• 02/2024 → 02/2026
  Commonwealth Financial Network Dba Madson Wealth Advisors, Inc.
  San Diego, CA
• 02/2026 → Present
  Madson Wealth Advisors, Inc.
  Santa Rosa, CA

Previous Registrations

• 2024-02-02 → 2026-02-09
  Commonwealth Financial Network
  Santa Rosa, CA
• 2015-05-01 → 2024-02-05
  Thrivent Investment Management Inc.
  Santa Rosa, CA
  Thousand Oaks, CA

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

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