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MM

Maxwell D. Madson

MADSON WEALTH ADVISORS
SANTA ROSA, CA 95401
Some features on this profile are disabled
CRD#: 6429368
MM

Professional summary

Maxwell Dakota Madson is a registered financial advisor currently at MADSON WEALTH ADVISORS INC. located in Santa Rosa, California.

Maxwell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Maxwell has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

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 Maxwell Dakota Madson'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®
None

Experience

Current

February 9, 2026 - Present

MADSON WEALTH ADVISORS INC.

Office #1: 1160 North Dutton Ave Ste 210, Santa Rosa, CA 95401
RIA
CRD#: 338608
SANTA ROSA, CA
Past

February 2, 2024 - February 9, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Santa Rosa, CA
Past

May 1, 2015 - February 5, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
SANTA ROSA, CA
Past

April 13, 2015 - February 5, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
SANTA ROSA, CA

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
(2/9/2026)
IAR
New Hampshire
(2/17/2026)
IAR
Texas
(2/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/30/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/2015
General Securities Representative Examination

Current Firm

MW
MADSON WEALTH ADVISORS INC.
MADSON WEALTH ADVISORS INC.

CRD#: 338608 / SEC#: 801-135220

RIA
Registered Investment Advisory firm - (1/21/2026 120-Day Approval)
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Contact information

Main Address
1160 North Dutton Ave Ste 210, Santa Rosa, CA 95401
Mailing Address
Phone number
(707) 578-6850
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (12/22/2025)
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

MADSON WEALTH ADVISORS INC.

CRD#: 338608Santa Rosa, CA 95401

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