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MM

Maxwell J. Michalczik

THE FREYR GROUP
Phoenix, AZ
Some features on this profile are disabled
CRD#: 7392062
MM

Professional summary


Maxwell James Michalczik, who also goes by Max Michalczik, Maxwell Michalczik, is a registered financial advisor currently at THE FREYR GROUP located in Phoenix, Arizona.

Maxwell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Maxwell has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Max Michalczik | Maxwell Michalczik

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.
(1)Board Member with Angels on Patrol, Located at: 10000 N 31st Avenue, Suite D400 Phoenix, AZ 85051, Not Investment Related, 3 hours per month (2) Freyr Financial & Insurance Services, LLC; Yes; Corvallis, OR; Insurance Services; Insurance Agent; 08/2025; 30/ HRS MO; 30/ HRS MO

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Maxwell James Michalczik'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

September 4, 2025 - Present

THE FREYR GROUP

RIA
CRD#: 330313
Phoenix, AZ
Past

August 30, 2022 - September 9, 2025

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SCOTTSDALE, AZ
Past

August 19, 2022 - September 9, 2025

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SCOTTSDALE, AZ

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
Arizona
(9/5/2025)
IAR
California
(9/4/2025)
IAR
Oregon
(9/5/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/27/2022
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/19/2022
General Securities Representative Examination
General Industry/Product Exam

Current Firm


TF
THE FREYR GROUP
FREYR FINANCIAL & INSURANCE SERVICES, LLC | THE FREYR GROUP, LLC | THE FREYR GROUP

CRD#: 330313 / SEC#:

Arizona
Registered Investment Advisory firm - (8/27/2025 Approved)
California
Registered Investment Advisory firm - (5/2/2024 Approved)
Oregon
Registered Investment Advisory firm - (4/30/2024 Approved)
Texas
Registered Investment Advisory firm - (4/1/2024 Conditional Restricted)
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Contact information


Main Address
Corvallis, OR
Mailing Address
Phone number
(541) 207-3428
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts159
AUM (Assets Under Management)$ 43,000,000

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


THE FREYR GROUP

CRD#: 330313Phoenix, AZ

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