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Maxwell James Campbell

Beacon Pointe Advisors, LLC

Newport Beach, CA

Lake Geneva, WI

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-04-23
  • WI RA
    APPROVED
    Since 2026-04-23

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

875 East Townline Rd., Suite 100, Lake Geneva, WI 53147 • 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
Voyager Wealth Management Lake Geneva WI 08/2025 11/2025
Lucida Tax & Accounting Solutions Brookfield WI 10/2023 06/2025
Carhartt Gurnee IL 06/2019 12/2022
Carroll University Waukesha WI 09/2019 05/2021
Unemployment Wauwatosa WI 07/2025 08/2025
Best Buy Gurnee IL 10/2017 10/2018
Wildwood Park District Grayslake IL 05/2018 06/2020
Catering By Michaels Libertyville IL 05/2019 05/2021
Carroll University Waukesha WI 09/2018 09/2019
Grayslake Central High School Grayslake IL 09/2014 05/2018
Beacon Pointe Advisors, Llc Lake Geneva WI 11/2025 Present
Lucida/Sitzberger & Company Cpa Brookfield WI 09/2021 10/2023
Carrol University Waukesha WI 09/2018 05/2022
  • 08/2025 → 11/2025
    Voyager Wealth Management
    Lake Geneva, WI
  • 10/2023 → 06/2025
    Lucida Tax & Accounting Solutions
    Brookfield, WI
  • 06/2019 → 12/2022
    Carhartt
    Gurnee, IL
  • 09/2019 → 05/2021
    Carroll University
    Waukesha, WI
  • 07/2025 → 08/2025
    Unemployment
    Wauwatosa, WI
  • 10/2017 → 10/2018
    Best Buy
    Gurnee, IL
  • 05/2018 → 06/2020
    Wildwood Park District
    Grayslake, IL
  • 05/2019 → 05/2021
    Catering By Michaels
    Libertyville, IL
  • 09/2018 → 09/2019
    Carroll University
    Waukesha, WI
  • 09/2014 → 05/2018
    Grayslake Central High School
    Grayslake, IL
  • 11/2025 → Present
    Beacon Pointe Advisors, Llc
    Lake Geneva, WI
  • 09/2021 → 10/2023
    Lucida/Sitzberger & Company Cpa
    Brookfield, WI
  • 09/2018 → 05/2022
    Carrol University
    Waukesha, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-23
  • S65 Uniform Investment Adviser Law Examination
    2026-04-23
Other Names
  • Max James Campbell

View on SEC IAPD

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