Founded on care, commitment, and community.
Our purpose is to make a meaningful impact on our clients’ lives. We use our years of experience to guide them into the next phase of their financial lives, providing the expertise and insight to illuminate their path forward.
These principles guide us in every interaction:
Treating every client as a long-term partner in their financial journey.
Leading the industry with our expertise and comprehensive resources.
Being an accessible and welcoming resource for everyone, regardless of net worth.
Guiding you to financial confidence
“Maxwell Financial Group serves anyone who has a genuine desire to gain a better understanding and mastery over their financial life and is willing to follow up with action. To have a fulfilling future, we believe success always starts with a plan, set goals, and action. Together we can help reduce the complexity of financial matters and illuminate a path forward to attaining your goals.”
Dan Kutzkey, Founder & Financial Advisor
Dan Kutzkey founded Maxwell Financial Group with two purposes in mind:
We always operate with integrity and transparency in everything we do.
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Develop a financial practice with independent advisors who share our commitment to client service, supported by robust tools and platforms.
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Collaborate with individuals, families, and businesses who value planning for long-term success, financial tools, services, and expertise.
Dan Kutzkey, Founder & Financial Advisor
Dan entered the financial planning arena with Ameriprise Financial where he achieved recognition for outstanding client service excellence within the field of financial planning and equities management. After several years, Dan joined an independent company within the John Hancock network where he received certifications in retirement planning and business financial planning. He also established the financial planning and equities department at Price, Raffel, and Browne (PRB) Financial Group in Century City, California, where he served several years as the OSJ Principal. California Insurance License #0F05581.
Dan joined the Trapani group in downtown Los Angeles in developing their retirement plans division and implementation of his personally developed client relationship management systems. After parting ways with Trapani and the Northwestern Mutual team, Dan joined the MassMutual General Agency of Capstone Partners Financial and Insurance as the Director of Financial Planning and Manager of Advanced Cases Division. His mission was to assist high-level and large volume insurance producers and financial advisors with growing their practices, increasing case sizes, financial plans, and educating them on the more complex problems that confront top producers in our industry today and their clients with unique solutions. While in this role, Dan developed the intellectual property that is the foundation of Maxwell Financial Group.
David Malmstedt, Financial Advisor
dmalmstedt@maxwellfinancialgroup.com
424-241-8404
As a dedicated Financial Advisor, Dave stands out with more than 10 years of experience in wealth accumulation and tax planning. His comprehensive system is designed to truly help people achieve their goals by listening to what his clients want, formulating effective and efficient plans, and guiding them through execution and monitoring for success.
One of Dave’s proudest accomplishments is watching the teammates and clients he has mentored achieve their goals and go on to help others. He also takes pride in providing a better life for his family. In his free time, Dave enjoys spending time with his wife, grown children, and grandchildren. He is passionate about technology, enjoys cooking unique dishes and using his Traeger smoker, and occasionally plays golf.
Dave holds a Certificate in Programming Technology, is a Registered Investment Advisor Representative, and is licensed in life, health, and annuities in five states. He is also AHIP Certified for Medicare and a Licensed Tax Preparer. California Insurance License #0104120.
Kellen Doop, Financial Advisor
kdoop@maxwellfinancialgroup.com
818-621-4531
Kellen, a seasoned Financial Advisor, brings more than a decade of experience in private equity, alternative investment strategies, and 1031 real estate exchanges. His unique approach combines private equity, traditional market-based investments, and alternative strategies to enhance the stability and income of his clients’ retirement portfolios. Kellen’s expertise lies in creating robust and diversified retirement portfolios that have the potential to increase income, often significantly. By integrating various investment avenues, he helps ensure his clients enjoy a more reliable financial future.
Kellen is a dedicated father and husband who enjoys smoking barbecue for his three daughters and their softball league. He also takes pride in preparing healthy meals for his family. Kellen holds an economics degree from the University of California Irvine and is a Registered Investment Advisor Representative with life, health, and annuity licenses in multiple states. California Insurance License #0E73576.
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Take control of your financial future and schedule a no-obligation review.
Maxwell Financial Group, Inc is a Registered Investment Advisor with FINRA and organized under the state of California and Oregon. Representatives of Maxwell Financial Group, Inc. may offer fee-based financial services in conjunction with other financial products not affiliated with the Maxwell Financial Group. Maxwell Financial & Insurance Services Agency, California Insurance License #0I67794, also licensed to conduct life/health business in multiple states and Investment Advisory services in all U.S. states. Daniel Kutzkey, CA License #: 0F05581. Please speak with your representative for a comprehensive list of services. Investment products and services carry risk and, as such, are not guaranteed. Maxwell Financial Group, Inc. and its representatives do not provide tax or legal services, please consult your tax or legal professional for any recommendations that may impact your tax or legal circumstances.
This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and we do not offer, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs, or to establish an advisory relationship.
MAXWELL FINANCIAL GROUP, INC
(971) 264-3066
21370 Southwest Langer Farms Parkway
Suite 142-135, Sherwood Oregon, 97140 United States