Max J. Dowdy

Financial Advisor

Advice-based wealth management

Specializing in nurse anesthetists, educators, attorneys, and business owners.

Check the background of this investment professional on FINRA’s BrokerCheck.

Max J. Dowdy

Financial Advisor

Advice-based wealth management

About Max

Max Dowdy is a financial advisor in North Star’s Madison, Wisconsin, office. Max is a part of the Haunty Team, working alongside Thomas Haunty, CFP®, in a multigenerational practice. Their team focuses on comprehensive financial planning with specific strategies to address complex financial circumstances, attending to both personal and business issues.

Together, the Haunty Team strives to help clients at every life stage—from recent graduates to retirees—invest more through cash flow planning and help protect their financial picture from unforeseen losses through personalized insurance selections.

A graduate of St. Olaf College in Northfield, Minnesota, and a native Michigander, Max uses his passion for comprehensive financial planning to help families across the upper midwest and greater US reach their financial dreams and aspirations.

Max strives to help clients and their families from all walks of life achieve their financial goals. Throughout his career, Max has become an annual presenter for 10+ nurse anesthetist programs throughout the United States and has come to specialize in helping nurse anesthetists, educators, attorneys, and business owners with their financial planning.

More 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!

Qualifications

In certain financial planning and investment advisory relationships, Max acts in a fiduciary capacity for our clients as regulated directly by the Securities and Exchange Commission (SEC).

  • FINRA Series 7 and 66 registered
  • Life, Accident, and Health Insurance license

Services

  • Comprehensive financial planning
  • Education funding strategies
  • Income protection strategies
  • Investments
  • Mutual funds
  • Retirement strategies
  • Tax-efficient investment strategies
  • Wealth accumulation

Team

Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®
Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®

Senior Partner and Team Leader

Stacey F. Washa
Stacey F. Washa

Financial Advisor and Practice Manager

Support team

Stacey Reuter
Stacey Reuter

Administrative Specialist

Abigail South
Abigail South

Administrative Assistant

Yolonda Hairston
Yolonda Hairston

Client Services Assistant

Elijah Jorgenson
Elijah Jorgenson

Investment Coordinator

North Star resource team

Max Miller
Max Miller

Disability Insurance Consultant

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Senior Vice President and Chief Investment Officer

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Contact

    Office locations

    The Haunty Team

    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

    Get directions

    Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks 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.