Maxwell Bigler, IAR
Max graduated from Wabash College with a bachelor’s degree in Economics, Political Science, and Philosophy. Before joining the firm Max worked for Charles Schwab in Dallas, Texas. There he earned his SIE, Series 7 TO and Series 63 licenses before working on their brokerage desk.
Max officially joined Financial Plans & Strategies in September of 2023 after moving to Indianapolis, Indiana. Since joining he has obtained his Series 65 securities registration and serves in a Junior Advisor role. He works out of both the Carmel and Greenwood offices as a member of the Investment Committee and assists with overseeing the intern program. When he isn’t helping our clients he spends his free time watching college football, spending time out on the lake or cooking.