Maxwell Alexander Bigler
Investment Adviser Representative at Financial Plans & Strategies, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Maxwell Alexander Bigler is an investment adviser representative with Financial Plans & Strategies, Inc. in Greenwood, IN, where they have been registered since 2023. They have worked in the securities industry since 2023 and were previously registered with Charles Schwab & Co., Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Charles Schwab & Co., Inc.Jan 2023 – Aug 2023Westlake, TX
- GcisdJun 2019 – Aug 2020Grapevine, TX
- Einstein's Bros. Bagel CompanyJun 2016 – Jan 2019Colleyville, TX
- Full Time EducationAug 2018 – May 2022Crawfordsville, IN
- Full-Time EducationAug 2013 – May 2018Grapevine, TX
- UnemployedJun 2022 – Jan 2023Colleyville, TX
- FrontierSep 2022 – Oct 2022Grapevine, TX
- Financial Plans & Strategies, Inc.Sep 2023 – no end date reportedGreenwood, IN
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Financial Plans & Strategies, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $150,000 (waivable)
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning and investment management, including accumulating and growing assets for retirement, selecting qualified retirement accounts, preparing retirement projections, and helping clients maintain their lifestyle and cash flow during retirement. The firm offers dedicated investment advisor representatives and annual investment reviews.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Greenwood, IN
- Founded:
- 1982
- SEC file number:
- 801-107206
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 29, 2026
View full firm profileOther advisors at Financial Plans & Strategies, Inc.
6 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maxwell Alexander Bigler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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