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MK

Maxwell C. Kemper

CARLSON INVESTMENTS
CONCORD, NH 03301
CRD#: 8196481
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MK
Maxwell Cyr KemperCARLSON INVESTMENTS

Professional summary

Maxwell Cyr Kemper is a registered financial advisor currently at CARLSON INVESTMENTS located in Concord, New Hampshire.

Maxwell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Maxwell has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Cyr Kemper'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

December 2, 2025 - Present

CARLSON INVESTMENTS

Office #1: Two Capital Plaza Suite 404, Concord, NH 03301
RIA
CRD#: 105729
CONCORD, NH

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".
CI
CARLSON INVESTMENTS
CARLSON D L INVESTMENT GROUP INC | DL CARLSON INVESTMENT GROUP INC. | DL CARLSON INVESTMENT GROUP INC | CARLSON INVESTMENTS

CRD#: 105729 / SEC#: 801-34606

RIA
Registered Investment Advisory firm - (6/12/1989 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
New Hampshire
(12/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/12/2025
Uniform Investment Adviser Law Examination

Current Firm

CI
CARLSON INVESTMENTS
CARLSON D L INVESTMENT GROUP INC | DL CARLSON INVESTMENT GROUP INC. | DL CARLSON INVESTMENT GROUP INC | CARLSON INVESTMENTS

CRD#: 105729 / SEC#: 801-34606

RIA
Registered Investment Advisory firm - (6/12/1989 Approved)
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Contact information

Main Address
Two Capital Plaza Suite 404, Concord, NH 03301
Mailing Address
Phone number
(603) 224-5977
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

03-25-2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts901
AUM (Assets Under Management)$ 694,630,096

Red Flags

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

Company Information

CARLSON INVESTMENTS

CRD#: 105729Concord, NH 03301

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