Max Kosman

Advisor Assistant

Max@PlanWithRFG.com
Phone: 513-230-9721
Fax: 513-624-3124
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My Compliance Disclosure

Who Inspires You?

My father and grandfather been have huge inspirations in my life. They have molded me into the person I am today while encouraging me to pursue a career in financial services.

Motto or personal Mantra:

Todays a good day for a great day.

What is something on your bucket list?

I would like to travel across Europe one day.

Max graduated from Kutztown University in 2023 with a degree in Financial Planning. He served as an apprentice at RFG throughout college and joined the RFG Family full time immediately after graduation. Within a year of joining the team, Max obtained the necessary licenses to become a financial advisor. He loves coming to work every day and helping others.

Outside of work, Max plays club Rugby for the Cincinnati Wolfhounds. He also loves being outdoors and spending time with friends and family!

Max Currently holds Securities Industry Essentials® (SIE®), Series 7, and Series 66 securities registrations.

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OUR ACCOLADES

Best Places To Work 2024

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To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2024, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

CityBeat’s Best of Cincinnati 2024 Award for Best Financial Planning Services, second place is based on a poll of readers, results released April 2024. This award is not based on investment performance

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Cambridge and Rosselot Financial Group are not affiliated.