Personal Wealth Manager
Max Birkinbine is an experienced investment advisor representative and financial planner. Driven by integrity and attention to detail, he takes pride in providing the best service possible for his clients. As a wealth manager, he is responsible for designing comprehensive financial plans to help clients solidify and achieve their financial goals.
Outside of work, Max is a passionate golfer, hockey player, and fisherman. He currently resides in Grant, MN with his wife Natalie, their two boys Everett and Lyle, dog Maple, and their horses.
Max is licensed in multiple states and holds multiple securities and insurance licenses: SIE, Series 7, Series 63, Series 65 as well as Life, Accident, & Health.