Maxwell Ross

Employer firm

Bam Wealth Management LLC CRD 330237

$202M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2019 → 08/2019
  Mutual Of Omaha Investor Services
  Centennial, CO
• 04/2025 → Present
  Bam Wealth Management Llc
  Lakewood, CO
• 08/2019 → 09/2025
  Creativeone Wealth, Llc
  Leawood, KS
• 08/2014 → 05/2019
  Student
  Cromwell, CT
• 08/2019 → Present
  Bam Advisory Group
  Lakewood, CO

Previous Registrations

• 2019-11-18 → 2025-09-23
  Creativeone Wealth, Llc
  Overland Park, KS
  Denver, CO
  Lakewood, CO

Other Businesses

MAXWELL ROSS (DBA - BAM ADVISORY GROUP); INVESTMENT RELATED; 165 SOUTH UNION BOULEVARD, SUITE 424, LAKEWOOD, O=CO 80228; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE JUNE 2019; APX 160 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-16

Other Names

• Maxwell Cameron Ross