Best Investors Account Sign in
Inactive

Maxwell Alexander Bigler

Financial Plans & Strategies, Inc.

Greenwood, IN

Claim This Profile
Current Employers
Financial Plans & Strategies, Inc.

375 N. Madison Avenue, Greenwood, IN 46142-3636 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-11-30
  • IN RA
    APPROVED
    Since 2023-11-30

Branch Locations

375 N. Madison Avenue, Greenwood, IN 46142-3636 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Westlake TX 01/2023 08/2023
Gcisd Grapevine TX 06/2019 08/2020
Einstein's Bros. Bagel Company Colleyville TX 06/2016 01/2019
Full Time Education Crawfordsville IN 08/2018 05/2022
Full-Time Education Grapevine TX 08/2013 05/2018
Unemployed Colleyville TX 06/2022 01/2023
Frontier Grapevine TX 09/2022 10/2022
Financial Plans & Strategies, Inc. Greenwood IN 09/2023 Present
  • 01/2023 → 08/2023
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2019 → 08/2020
    Gcisd
    Grapevine, TX
  • 06/2016 → 01/2019
    Einstein's Bros. Bagel Company
    Colleyville, TX
  • 08/2018 → 05/2022
    Full Time Education
    Crawfordsville, IN
  • 08/2013 → 05/2018
    Full-Time Education
    Grapevine, TX
  • 06/2022 → 01/2023
    Unemployed
    Colleyville, TX
  • 09/2022 → 10/2022
    Frontier
    Grapevine, TX
  • 09/2023 → Present
    Financial Plans & Strategies, Inc.
    Greenwood, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-30
S63 Uniform Securities Agent State Law Examination 2023-04-24
  • S65 Uniform Investment Adviser Law Examination
    2023-11-30
  • S63 Uniform Securities Agent State Law Examination
    2023-04-24
Other Names
  • Max Bigler

View on SEC IAPD

Other Firms

KOON FINANCIAL PLANNING & CONSULTING/KFP&C
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

LARA KARMEL DESOTEL
CHRISTIAN PARKER CARLETON
GRANT T NAILOR
MAGGIE LYNN MEINERS
BAUER W SCHMELTZ
SETH TIMOTHY RAYMOND
Evan Scott Fruits
WALTER LEWIS KOON

Other Offices

KOON FINANCIAL PLANNING & CONSULTING/KFP&C · GREENWOOD, IN
LPL FINANCIAL LLC · GREENWOOD, IN
LPL ENTERPRISE, LLC · GREENWOOD, IN
EDWARD JONES · GREENWOOD, IN
CETERA INVESTMENT ADVISERS LLC · Greenwood, IN
PNC WEALTH MANAGEMENT LLC · GREENWOOD, IN
AMERIPRISE FINANCIAL SERVICES, LLC · GREENWOOD, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Greenwood, IN

More in Greenwood, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor