Max Flanagan
Financial Advisor | Financial Planning | Retirement Planning | Wealth Management
- Role
- Partner-financial Planner at Forward Financial Group
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Max Flanagan
As a Financial Advisor with Forward Financial Group, I work closely with clients to set…
Experience
Partner-financial Planner
Aug 2025 — Present · Sussex, WI, US
I am a Partner-Financial Planner with Forward Financial Group. I work closely with clients to set goals, analyze risk, and create a personalized financial plan that will address their goals, needs, and risk tolerance. I believe in empowerment through education and guide clients through important financial decisions that must be made during various stages of life. As an active listener, I focus on building trusting relationships, ensuring all client questions are answered with integrity and intent.Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment advice offered through Forward Financial Group, a registered investment advisor and separate entity.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
College for Financial Planning
Personal Financial Planning Certification
University of Wisconsin-Whitewater
Bachelor of Business Administration - BBA, Entrepreneurship (Emphasis in Finance)
Nicolet College
UW Transfer Program
Northland Pines High School
General Studies
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