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KM

Kevin F. Maxwell

RIVERMAX FINANCIAL PLANNING
BOSTON, MA 02108
Some features on this profile are disabled
CRD#: 1097905
KM

Professional summary

Kevin Francis Maxwell is a registered financial advisor currently at RIVERMAX FINANCIAL PLANNING LLC located in Boston, Massachusetts.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kevin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Francis Maxwell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 2, 2026 - Present

RIVERMAX FINANCIAL PLANNING LLC

Office #1: 24 School Street 2nd Floor, Boston, MA 02108
RIA
CRD#: 340438
BOSTON, MA
Past

April 27, 2023 - April 11, 2024

RIVERMAX FINANCIAL LLC

RIA
CRD#: 325299
COHASSET, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(4/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/31/2021
Uniform Investment Adviser Law Examination

Current Firm

RF
RIVERMAX FINANCIAL PLANNING LLC
RIVERMAX FINANCIAL PLANNING LLC

CRD#: 340438 / SEC#:

Massachusetts
Registered Investment Advisory firm - (3/31/2026 Approved)
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Contact information

Main Address
24 School Street 2nd Floor, Boston, MA 02108
Mailing Address
Phone number
(781) 534-0986
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RIVERMAX FINANCIAL PLANNING LLC

CRD#: 340438Boston, MA 02108

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