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Maximilian Dominic Basso

Assetmark, Inc.

Concord, CA

Chicago, IL

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Current Employers
Assetmark, Inc.

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-11-05
  • IL RA
    APPROVED
    Since 2025-11-05

Branch Locations

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

200 W Madison St Suite 2200, Chicago, IL 60606 • 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
Amc Showplace 8 Vernon Hills IL 08/2016 08/2018
Amc Hawthorn 12 Vernon Hills IL 08/2018 01/2019
Illinois State University Normal IL 01/2019 05/2024
Mundelein Trails Mundelein IL 05/2019 08/2019
Mundelein Trails Mundelein IL 05/2020 08/2020
Mundelein Trails Mundelein IL 05/2021 08/2021
Normal Park District Normal IL 05/2022 04/2023
Kidco Tucson AZ 05/2023 08/2023
High Road School Of Bloomington Bloomington IL 08/2023 03/2024
Chipotle Tucson AZ 05/2024 07/2024
Eurofins Celltx Tucson AZ 08/2024 07/2025
Assetmark Financial Holdings, Inc Chicago IL 07/2025 Present
Illinois State University Normal IL 01/2019 05/2019
Illinois State University Normal IL 08/2019 05/2020
Illinois State University Normal IL 08/2020 05/2021
Illinois State University Normal IL 08/2021 05/2022
Assetmark Brokerage, Llc Chicago IL 11/2025 Present
  • 08/2016 → 08/2018
    Amc Showplace 8
    Vernon Hills, IL
  • 08/2018 → 01/2019
    Amc Hawthorn 12
    Vernon Hills, IL
  • 01/2019 → 05/2024
    Illinois State University
    Normal, IL
  • 05/2019 → 08/2019
    Mundelein Trails
    Mundelein, IL
  • 05/2020 → 08/2020
    Mundelein Trails
    Mundelein, IL
  • 05/2021 → 08/2021
    Mundelein Trails
    Mundelein, IL
  • 05/2022 → 04/2023
    Normal Park District
    Normal, IL
  • 05/2023 → 08/2023
    Kidco
    Tucson, AZ
  • 08/2023 → 03/2024
    High Road School Of Bloomington
    Bloomington, IL
  • 05/2024 → 07/2024
    Chipotle
    Tucson, AZ
  • 08/2024 → 07/2025
    Eurofins Celltx
    Tucson, AZ
  • 07/2025 → Present
    Assetmark Financial Holdings, Inc
    Chicago, IL
  • 01/2019 → 05/2019
    Illinois State University
    Normal, IL
  • 08/2019 → 05/2020
    Illinois State University
    Normal, IL
  • 08/2020 → 05/2021
    Illinois State University
    Normal, IL
  • 08/2021 → 05/2022
    Illinois State University
    Normal, IL
  • 11/2025 → Present
    Assetmark Brokerage, Llc
    Chicago, IL
Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 07/2025 - 160 HRS / MONTHLY - SALES CONSULTANT SPECIALIST OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-30
S65 Uniform Investment Adviser Law Examination 2025-11-05
  • S63 Uniform Securities Agent State Law Examination
    2025-12-30
  • S65 Uniform Investment Adviser Law Examination
    2025-11-05
Other Names
  • Max Basso

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