Max Dowdy
Financial Advisor
Client account access
Max Dowdy
Financial Advisor
Helping medical professionals define and execute their financial priorities
Max Dowdy is a financial advisor in North Star’s Madison, Wis., office, focusing on comprehensive financial planning with specific strategies to address complex financial circumstances, attending to both personal and business issues.
A graduate of St. Olaf College in Northfield, Minn., and a native Michigander, Max uses his passion for comprehensive financial planning to help individuals and families across the upper Midwest and greater U.S. reach their financial aspirations.
Now, Max’s specialty lies in helping CRNAs, SRNAs, and other medical professionals create comprehensive financial strategies that are tailored to their needs and goals.
|
|
|
| You and Max will hold an intro meeting to see if your situation matches his expertise. | Should you choose to proceed, you and Max will meet to discuss your current financial goals and needs. | Using your goals as an anchor, Max will present his financial plan draft and recommendations for you. |
Intro meeting
Information review
Plan and recommendations
|
|
||
| You and Max will hold a call to confirm the financial plan presented in the previous step and begin executing it step-by-step. | At least annually, you and Max will discuss your progress and adjust your plan if needed. |
Confirmation call
Check-in and follow-upServices
Comprehensive financial planning
Your financial plan encompasses both a current financial snapshot and a long-term roadmap. It considers all aspects of your cash flow, tax strategy, insurance solutions, and investment strategies, and together, you and Max can help ensure it aligns with your overarching vision.
Disability insurance
No one expects disability to happen to them, but if it does, disability insurance protects you if you lose your most important asset: your ability to work.
With an occupation disability insurance policy, you can protect your income in the event of short-term or long-term disability.
Life insurance
You can provide long-lasting security for your family through life insurance. Max can help you determine the level of coverage you need to fortify your family against the unknowns.
Investment management
Invest for the future, without any surprise tax bills. As we develop your portfolio, we’ll carefully balance your growth potential and the taxes and fees as we make each selection, providing insight into your choices and what they mean for long-term net returns.
About Max
Max and his wife, Ryleigh, both enjoy sports and the outdoors and can often be found camping and hiking with their black lab, Ace.
Max is also a strong supporter of St. Olaf College athletics, where he was a four-year starter on the football team. He is a member of the football alumni booster club, the St. Olaf Touchdown Club, and enjoys giving back to his and his wife’s alma mater. Go Oles!
Speaking engagements
With a passion for financial education, Max is a prolific and experienced public speaker. He speaks at over 20 universities annually, and past engagements include:
-
-
- University of Alabama – Birmingham
- University of New England
- University of Kansas
- Medical University of South Carolina
- Marquette University
- Gonzaga University – Providence Health
- Rhode Island College – St Joseph’s Hospital
- University of Puerto Rico
- University of Wisconsin – Oshkosh
- Case Western University – Cleveland Clinic
-
Qualifications
In certain financial planning and investment advisory relationships, Max acts in a fiduciary capacity for his clients as regulated directly by the Securities and Exchange Commission (SEC).
- FINRA Series 7 and 66 registered
- Life, Accident, and Health Insurance license
North Star resource team
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
Chase Brakke, DIA, DIF, CEPA®
Senior Vice President
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Office locations
Registered representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.