Maxwell F Schoeneborn

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2023 → 08/2023
  Concrete Services Inc.
  Upper Marlboro, MD
• 09/2023 → 12/2023
  Florida Financial Advisors
  Tampa, FL
• 01/2024 → 07/2025
  Tale Innovations Inc
  Washington, DC
• 05/2024 → Present
  Dsp Wealth Strategies
  Alexandria, VA
• 05/2021 → 05/2024
  South River Boat Rentals
  Annapolis, MD
• 08/2020 → 07/2025
  University Of Tampa
  Tampa, FL
• 08/2016 → 05/2020
  South River High School
  Edgewater, MD
• 08/2025 → Present
  Advisory Services Network, Llc
  Atlanta, GA

Other Businesses

PROFIT PLANNING PARTNERS: OWNER/MEMBER SINCE 07/2025; SERVICE COMPANY FOR WORKING WITH DSP WEALTH STRATEGIES AS AN INDEPENDENT CONTRACTOR. TIME SPENT 160 HRS/MONTH, ALL DURING TRADING HOURS. NOT AN INVESTMENT RELATED ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-02