John Max

John Max, APMA™, BFA™

Financial Advisor

John Max is a Accredited Portfolio Management Advisor^TM with Elite Advisors Collective, with over 4 years of financial advisory experience. At Elite Advisors Collective, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

John and his wife Clare are enjoying life as new parents to their son, Calvin. He was born and raised in Delano and has recently moved back to town. He has always been involved with the community through volunteer work and is looking forward to finding new opportunities. As a family, they enjoy taking walks, spending time at the lake, attending sporting events, and trying new foods.

Areas of focus

Retirement Income Strategies
Retirement Planning Strategies
Insurance
Family Finances
Investment Management
Charitable Giving
Saving for Education

Qualifications

BFA™ Behavioral Financial Advisor™
APMA™ Accredited Portfolio Management Advisor™

Education

Saint Johns University, Bachelor of Business Administration, Collegeville, MN

Interests

My wife Clare and I are enjoying life as new parents to our son, Calvin. I was born and raised in Delano and have recently moved back to town. I have always been involved with my community through volunteer work and am looking forward to finding new opportunities. As a family, we enjoy taking walks, spending time at the lake, attending sporting events, and trying new foods. On a personal level, I enjoy staying active, hunting, and cooking.

One of the unique things about me is that I am a third-generation financial advisor, having followed both my grandfather and father into the business.