Maxwell Alexander Bigler
Investment adviser representative at Financial Plans & Strategies, Inc.
10 yearsExperience
1 stateRegistered in
$610.6MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Financial Plans & Strategies, Inc.Sep 2023 to now
- Charles Schwab & Co., Inc.Jan 2023 to Aug 2023
- FrontierSep 2022 to Oct 2022
- UnemployedJun 2022 to Jan 2023
- GcisdJun 2019 to Aug 2020
- Full Time EducationAug 2018 to May 2022
- Einstein's Bros. Bagel CompanyJun 2016 to Jan 2019
- Full-time EducationAug 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
Financial Plans & Strategies, Inc.
$610.6MAssets managed
1,081Clients
6Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7663984
- Firm CRD
- 123793