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Our financial advice team


Max Kessler, Financial Advisor serving the Eugene, OR area - Ameriprise Advisors

Max Kessler

MBA, APMA®

Financial Advisor

Operations Specialist
AGP Wealth Advisors
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances

Interests

  • Hiking with my wife and dogs - We love discovering the natural beauty of Oregon!
  • Physical fitness - I do strength training 2 - 4 times per week as well as daily dog walks.
  • Nutrition - It makes the physical fitness pay off!
  • Meditation - Keeps the mind healthy.
  • Relaxing with friends and family.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • License: Series 7
  • License: Series 66
  • License: Life & Variable Lines of Insurance in Oregon

Education

  • MBA, Finance & Marketing Majors, University of Colorado, Boulder, CO
  • BS, Philosophy Major, Northeastern University, Boston, MA