Max Kosman

Advisor Assistant

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

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 attends Kutztown University where he is working towards earning his degree in Personal Financial Planning while playing Rugby. In May of 2022, he officially joined the RFG Family, following in his family’s footsteps as an Apprentice. Here he will work to obtain his certifications as he seeks to become a Financial Advisor.

Max currently holds the Securities Industry Essentials® (SIE®) license.

OUR ACCOLADES

Check the background of this firm on FINRA’s BrokerCheck

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 2022, 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.

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, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.