Maxwell Carlos Email
Associate Wealth Manager II and Manager of Investment Operations @ Laurel Wealth Planning
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Maxwell Carlos Location
- Minneapolis, MN, US
Maxwell Carlos Work
- Associate Wealth Manager II and Manager of Investment Operations @ (September 2026 - Present)
- Associate Wealth Manager II and Investment Associate II @ (January 2025 - August 2026)
- Associate Wealth Manager and Investment Associate @ (February 2023 - December 2024)
- Financial Paraplanner @ (August 2020 - January 2023)
- Student Equity Analyst at The Bulldog Fund, LLC @ (January 2019 - June 2020)
- Wealth Management Intern @ (February 2020 - May 2020)
- Private Dining Server @ Kitchi Gammi Club (May 2019 - April 2020)
- Door to Door Salesperson @ (May 2017 - September 2017)
- Server @ (August 2014 - December 2016)
Maxwell Carlos Education
- University of Minnesota Duluth
Financial Markets BBA (Economics Minor)
2016-2020
Maxwell Carlos Summary
- Maxwell Carlos, based in Minneapolis, MN, US, is currently a Associate Wealth Manager II and Manager of Investment Operations at Laurel Wealth Planning. Maxwell Carlos brings experience from previous roles at Laurel Wealth Planning, FFP Wealth Management and University of Minnesota Duluth. Maxwell Carlos holds a 2016 - 2020 Financial Markets BBA in Economics Minor @ University of Minnesota Duluth.
Looking for a different Maxwell Carlos?
Find contact details for 700 million professionals.
Top Laurel Wealth Planning Employees
Laura Kuntz
Senior Wealth Manager and Founder
Minneapolis, MN, US
Leanna Hochmuth
Client Service Specialist
Saint Paul, MN, US
Natalie Nelson
Client Service Specialist
Saint Paul, MN, US
Jesse Kuusisto
Wealth Manager
Minneapolis, MN, US
Mallory Kretman
Wealth Manager and Shareholder
Saint Paul, MN, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co