Max Chun-van Osdol

C.M.BIDWELL & ASSOCIATES LTD

Honolulu, HI

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CRD#: 6137893

Professional summary

Max Chun-van Osdol, CFP® is a registered financial advisor currently at C.M.BIDWELL & ASSOCIATES LTD located in Honolulu, Hawaii.

Max is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Max has worked at 1 firm 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 Max Chun-van Osdol'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

June 13, 2013 - Present

C.M.BIDWELL & ASSOCIATES LTD

RIA

CRD#: 107449

Honolulu, HI

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".

C.M.BIDWELL & ASSOCIATES LTD

CRD#: 107449 / SEC#: 801-14976

RIA

Registered Investment Advisory firm - (1/3/1980 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

California
(3/21/2018)

IAR

Hawaii
(6/13/2013)

IAR

Washington
(3/21/2018)

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 65

Date: 6/12/2013

Uniform Investment Adviser Law Examination

Current Firm

C.M.BIDWELL & ASSOCIATES LTD

CRD#: 107449 / SEC#: 801-14976

RIA

Registered Investment Advisory firm - (1/3/1980 Approved)

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Contact information

Main Address

Honolulu, HI

Mailing Address

Phone number

(808) 595-1099

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	144
AUM (Assets Under Management)	$ 213,275,271

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.

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Max Chun-van Osdol

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Max Chun-van Osdol's CRS (Customer Relationship Summary).

Certified licenses

Experience

C.M.BIDWELL & ASSOCIATES LTD

Primary Firm SEC Registration

C.M.BIDWELL & ASSOCIATES LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2013

Current Firm

C.M.BIDWELL & ASSOCIATES LTD

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

C.M.BIDWELL & ASSOCIATES LTD

TRUST BUT VERIFY

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