Max Flanagan Email
Partner-Financial Planner @ Forward Financial Group
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Max Flanagan Location
- Milwaukee, WI, US
Max Flanagan Work
- Partner-Financial Planner @ (August 2025 - Present)
- Wealth Manager (Spectrum Investment Advisors) @ (February 2024 - August 2025)
- VP - Financial Consultant @ (August 2021 - February 2024)
- Associate Financial Consultant @ (March 2019 - August 2021)
- Financial Advisor @ (June 2017 - March 2019)
Max Flanagan Education
- College for Financial Planning
Personal Financial Planning Certification
2020-2021 - University of Wisconsin-Whitewater
Bachelor of Business Administration - BBA (Entrepreneurship (Emphasis in Finance))
2014-2017 - Nicolet College
UW Transfer Program
2013-2014 - Northland Pines High School
(General Studies)
2009-2013
Max Flanagan Summary
- Max Flanagan, based in Milwaukee, WI, US, is currently a Partner-Financial Planner at Forward Financial Group. Max Flanagan brings experience from previous roles at Charles Schwab and Freedom Wealth Alliance. Max Flanagan holds a 2020 - 2021 Personal Financial Planning Certification @ College for Financial Planning. Max Flanagan has 1 emails on RocketReach.
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