Maxwell Ross has been an investment adviser representative at BAM Wealth Management since April 2025, and is not listed among the firm’s executive officers or direct owners. Maxwell Ross studied at Fredonia State University of New York.
Bam Wealth Management LLC is a Lakewood, CO firm with $202M under management, 288 clients and 8 advisers across 3 offices, as of its August 2026 filing.
Maxwell Ross is VP of Client Solutions & Advisor Development at BAM Advisory Group. He knew early on that he wanted a career in financial services, and says helping reduce the stress and worry people feel about their financial futures is something he sees value and inspiration in.
Maxwell Ross’ longest registration was 5 years at Creativeone Wealth, LLC (2019–2025). Before joining BAM Wealth Management in 2025, Maxwell Ross was registered through Creativeone Wealth, LLC.
- Bam Wealth Management LLCCurrent– present · 1 yearLakewood, CO · Adviser representative · Firm CRD 330237
- Creativeone Wealth, LLC– · 5 yearsLakewood, CO · Adviser representative · Firm CRD 281213
Investment adviser representative registrations
Maxwell Ross is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in April 2025.
- ColoradoSince 23 April 2025
- TexasResidentSince 23 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 2019 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7068801
- Firm
- BAM Wealth Management · CRD 330237
- Office
- 165 SOUTH UNION BLVD, SUITE 675, Lakewood, CO 80228
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bamadvisorygroup.com
Where does Maxwell Ross work?
Maxwell Ross is an investment adviser representative registered through Bam Wealth Management LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Maxwell Ross a financial advisor?
Yes. Maxwell Ross has a current investment-adviser registration in Colorado and Texas, through BAM Wealth Management since April 2025.
How many years of experience does Maxwell Ross have?
Maxwell Ross has 6 years in the financial industry, since November 2019, across 2 adviser firms.
What exams has Maxwell Ross passed?
Maxwell Ross passed the Series 65 in November 2019.
Where is Maxwell Ross based?
Maxwell Ross’ registered office is in Lakewood, CO.
Is Maxwell Ross registered with FINRA?
No. Maxwell Ross has no current broker registration.
How can I verify Maxwell Ross’ record?
Search CRD 7068801 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maxwell Ross’ full registration record.
