David Raymond Malmstedt

Employer firm

Maxwell Financial Group, Inc CRD 167863

$8.80M regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• THIRD PARTY PORTFOLIO SERVICES

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

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

Current Employers

Employment History

• 04/2014 → Present
  Maxwell Financial Group, Inc
  Manhattan Beach, CA

Other Businesses

MR. DAVID MALMSTEDT IS A MANAGING MEMBER OF A SOFTWARE COMPANY THAT DEVELOPS AND THEN MARKETS INTERNET RELATED SOFTWARE PRODUCTS. MR. MALMSTEDT MENTORS, AND PROVIDES GUIDANCE TO THE TEAM. DAVID MALMSTEDT IS ALSO CONDUCTS BUSINESS AS A LICENSED INSURANCE AGENT THROUGH MAXWELL FINANCIAL GROUP, INC (AS AGENCY) AND OFFERS LIFE, HEALTH, AND OTHER INSURANCE PRODUCTS CONCURRENTLY WITH HIS ADVISORY RELATED ACTIVITIES APPROXIMATELY 40 HOURS PER MONTH OR AS DICTATED BY CLIENT NEED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-20

Other Names

• David Malmstedt