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Maxwell James Lawrence

Md Financial Advisors / Vestment Financial

St. Paul, MN

Chanhassen, MN

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Current Employers
Md Financial Advisors / Vestment Financial

7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-27
MN RA APPROVED 2024-09-14
  • TX RA
    APPROVED
    Since 2025-02-27
  • MN RA
    APPROVED
    Since 2024-09-14

Branch Locations

St. Paul, MN • United States

7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317 • 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
Spectrum High School Elk River MN 08/2013 05/2020
Md Financial / Vestment Financial Chanhassen MN 09/2023 Present
Md Financial / Vestment Financial Chanhassen MN 05/2023 08/2023
Eide Bailly, Llp Mankato MN 12/2022 03/2023
Md Financial / Vestment Financial Chanhassen MN 05/2022 08/2022
Community Development Bank St. Michael MN 01/2021 08/2021
Mankato State University Mankato MN 09/2021 05/2023
St. Cloud State University St. Cloud MN 08/2020 12/2020
  • 08/2013 → 05/2020
    Spectrum High School
    Elk River, MN
  • 09/2023 → Present
    Md Financial / Vestment Financial
    Chanhassen, MN
  • 05/2023 → 08/2023
    Md Financial / Vestment Financial
    Chanhassen, MN
  • 12/2022 → 03/2023
    Eide Bailly, Llp
    Mankato, MN
  • 05/2022 → 08/2022
    Md Financial / Vestment Financial
    Chanhassen, MN
  • 01/2021 → 08/2021
    Community Development Bank
    St. Michael, MN
  • 09/2021 → 05/2023
    Mankato State University
    Mankato, MN
  • 08/2020 → 12/2020
    St. Cloud State University
    St. Cloud, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-14
  • S65 Uniform Investment Adviser Law Examination
    2024-09-14
Designations

View on SEC IAPD

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