Max J. Elvrom

KEUDELL MORRISON WEALTH MANAGEMENT

Salem, OR 97301

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CRD#: 5811251

Professional summary

Max Joseph Elvrom, CFP® is a registered financial advisor currently at KEUDELL MORRISON WEALTH MANAGEMENT, LLC located in Salem, Oregon.

Max is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Max has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Retirement Income Management

What is your minimum asset requirement?

500K

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 Max Joseph Elvrom's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

July 9, 2024 - Present

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Office #1: 235 Front St. Se Suite 300, Salem, OR 97301

RIA

CRD#: 292600

Salem, OR

Past

June 16, 2017 - July 9, 2024

EDWARD JONES

RIA

CRD#: 250

SALEM, OR

Past

May 19, 2017 - July 9, 2024

EDWARD JONES

CRD#: 250

SALEM, OR

Past

March 27, 2015 - June 14, 2017

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

PHOENIX, AZ

Past

March 12, 2015 - June 14, 2017

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

PHOENIX, AZ

Past

March 14, 2011 - November 25, 2014

EDWARD JONES

RIA

CRD#: 250

ROY, WA

Past

February 24, 2011 - November 25, 2014

EDWARD JONES

CRD#: 250

ROY, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

CRD#: 292600 / SEC#: 801-112770

RIA

Registered Investment Advisory firm - (4/4/2018 Approved)

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

Oregon
(7/9/2024)

IAR

Texas
(7/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/11/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/23/2011

General Securities Representative Examination

Current Firm

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

CRD#: 292600 / SEC#: 801-112770

RIA

Registered Investment Advisory firm - (4/4/2018 Approved)

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Contact information

Main Address

235 Front St. Se Suite 300, Salem, OR 97301

Mailing Address

Phone number

(971) 209-4500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE (3/21/2025)

ADV PART 2A BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,992
AUM (Assets Under Management)	$ 812,993,072

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.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Max J. Elvrom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Max Joseph Elvrom's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/11/2011

SIE

Date: 10/1/2018

Series 7

Date: 2/23/2011

Current Firm

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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