Maxwell Opheim has worked in the financial industry for over eight years, gaining experience across a wide range of roles. From operational systems implementation and supporting the investment team to advising clients on their retirement goals, Maxwell has developed a broad understanding of how financial planning impacts people’s lives. He is passionate about helping clients pursue financial independence and make meaningful progress toward their goals.
Throughout his career, Maxwell has stepped in wherever needed to support clients—whether assisting at the front desk or helping develop and implement retirement plans. Working closely with the investment team, he has helped carry out portfolio strategies aligned with clients’ objectives, gaining a comprehensive knowledge of the tools and resources that support client success.
Maxwell’s primary focus is guiding clients in both the short and long term by helping them understand their current financial picture and clarify their goals. From there, he creates customized roadmaps designed to keep clients on track toward financial independence and well-being.
He earned a Bachelor of Science in Finance from Iowa State University and holds the following licenses: SIE, Series 7, Series 63, and Series 65.
What Maxwell enjoys most about his work is the opportunity to continue serving families originally introduced to the firm by his uncle, Jim Reynolds, when JRA Financial was founded in the late 1980s. Many of those clients remain with the firm today, and Maxwell finds it inspiring to witness the impact of long-term planning—whether with long-standing clients or new ones— as they transition into retirement.
Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera investment Advisers LLC, a Registered Investment Adviser. Advisory Services also offered through AdvisorNet Wealth Partners, a Registered Investment Adviser. BAR Financial is a region of Cetera Wealth Services, LLC. Cetera is under separate ownership from any other named entity.