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21370 Sw Langer Farms Pkwy Suite 142-135, Sherwood, OR 97140 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-08 |
| OR | RA | APPROVED | 2025-12-08 |
Branch Locations
21370 Sw Langer Farms Pkwy Suite 142-135, Sherwood, OR 97140 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maxwell Financial Group, Inc | Manhattan Beach | CA | 05/2013 | Present |
NAME: DAN KUTZKEY INV REL: Y ADD: 1500 10TH STREET, MANHATTAN BEACH, CA 90266 NATURE: IND LIFE INS, HEALTH INS, GRP LIFE INS, GRP HEALTH INS POSITION: SALES START DATE: 1/1/10 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 NAME: DAN KUTZKEY INV REL: Y ADD: 1500 10TH STREET, MANHATTAN BEACH, CA 90266 NATURE: SERVICE OF OUTSIDE GROUP ANNUITY POSITION: SALES START DATE: 1/1/10 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SERVICE OF OUTSIDE GROUP ANNUITY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-15 |
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