Maxim Turchan

Employer firm

Wheatfield Wealth Management, LLC CRD 343810

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2026 → Present
  Wheatfield Wealth Management, Llc
  Nashville, TN
• 11/2024 → Present
  Amazon.cOm Services Llc
  Nashville, TN
• 06/2023 → Present
  Turchan Consulting Group, Llc
  Nashville, TN
• 03/2023 → 09/2024
  Velocity Risk Underwriters, Llc
  Nashville, TN
• 10/2022 → 03/2023
  Amazon.cOm Services Llc
  Nashville, TN
• 11/2020 → 10/2022
  Velocity Risk Underwriters, Llc
  Nashville, TN
• 03/2020 → 11/2020
  Velocity Risk Underwriters, Llc
  Nashville, TN
• 10/2019 → 03/2020
  Idr, Inc.
  Nashville, TN
• 11/2016 → 10/2019
  Vanderbilt University Medical Center
  Nashville, TN
• 05/2014 → 11/2016
  Vanderbilt University
  Nashville, TN

Other Businesses

1) Name: Amazon.com Services LLC Investment-related: No Address: 1010 Church St, Nashville, TN 37203 Nature: Technology / e-commerce; data engineering employment Position / title: Employee / Data Engineer Start date: 11/2024 Hours/month: ~160 (full-time) Hours during securities trading hours: ~160 Duties: Non-investment-related data engineering for Amazon; no advisory duties 2) Name: Turchan Consulting Group, LLC Investment-related: No Address: 513 Wheatfield Way, Nashville, TN 37209 Nature: Technology consulting Position / title: Member Start date: 06/2023 Hours/month: 0 Hours during securities trading hours: 0 Duties: Ownership/administration only; no current clients or active solicitation

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-18