Maxwell E Carlson

Current Employers

Employment History

• 11/2020 → Present
  Caitlin John, Llc
  Brighton, MI
• 07/2019 → 11/2020
  Plante & Moran, Pllc
  Denver, CO
• 08/2015 → 06/2019
  Plante & Moran, Pllc
  Ann Arbor, MI
• 02/2022 → Present
  A Smarter Way To Invest, Inc
  Brighton, MI
• 11/2020 → Present
  Entry Point Advisor Network
  Brighton, MI

Other Businesses

Maxwell E. Carlson is an employee of the Entry Point Advisor Network. This business is not investment-related. The main office address is 1024 E. Grand River STE B, Brighton, MI 48116. This business is a one-stop service provider for insurance agents and investment advisors to which access is provided to products, tools, and support in insurance and financial services for supporting their business needs. Max is the Vice President overseeing the operations of this business. He started in this most recent position in January 2022. He devotes approximately 120hrs per month, all during securities trading hours, to this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-27

Other Names

• Max Carlson
• Max E Carlson