Max Flanagan Email

Partner-Financial Planner @ Forward Financial Group

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Max Flanagan Location

Milwaukee, WI, US

Max Flanagan Work

2025 - now Partner-Financial Planner @ Forward Financial Group
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2024 - 2025 Wealth Manager (Spectrum Investment Advisors) @ Charles Schwab
2021 - 2024 VP - Financial Consultant @ Charles Schwab
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2019 - 2021 Associate Financial Consultant @ Charles Schwab
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2017 - 2019 Financial Advisor @ Freedom Wealth Alliance

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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

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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.

Max Flanagan Emails

Found 1 emails

@forwardfg.com

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Top Forward Financial Group Employees

Greg Alft

President and Financial Planner at Forward Financial Group

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Kevin Steffen

Partner - Financial Advisor at Forward Financial Group

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Tim Scanlan

Partner-Financial Advisor at Forward Financial Group

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Max Flanagan

Partner-Financial Planner at Forward Financial Group

Milwaukee, WI, US
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Steven Dye

Financial Advisor at Forward Financial Group

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Jana Heinzelmann

Customer Care Manager at Forward Financial Group

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Janet Yoder

Personalized Money Coach at Forward Financial Group

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Denise Ritzman

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