Advisor at Laughlin Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Laughlin Financial LLC
Location
Bloomington, IN 47401
Credentials
Series 65
Industry experience
< 1 year
Max Varness is a financial advisor at Laughlin Financial LLC in Bloomington, IN, holding a Series 65 designation with less than one year of industry experience. Prior to joining Laughlin Financial, he was a full-time student and has worked in various roles outside finance, including power washing and lawn care. Laughlin Financial LLC provides investment advisory and planning services primarily to individual clients and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis in managing portfolios and is notable for its affiliation with an accounting practice that offers tax-related planning and fiduciary retirement plan services.
Based on Laughlin Financial LLC
Fixed financial planning fees typically ranging from $800 to $8,000; fixed annual consulting fees also range from $800 to $8,000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $7,500,000: 0.35% $7,500,001+: 0.40% flat rate on all assets
$400 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees charged hourly at $400 per hour or fixed fees ranging from $800 to $8,000; fees negotiable and possibly waived.
4151 E. 3 Rd St
Bloomington, IN 47401
Indiana
Laughlin Financial, LLC
2025 - Present (1 year)
Indiana University
2023 - 2025 (2 years)
Laughlin Financial, LLC
2023 - 2025 (2 years)
MintMax Power Washing
2021 - 2022 (1 year)
Full Time Student
2020 - 2025 (5 years)
Hy-Vee
2018 - 2019 (1 year)
Clean Cuts Lawn Care
2016 - 2021 (5 years)
Full Time Student
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Ellettsville, IN
Truell Financial LLC
CFA®
Bloomington, IN
Mulberry Investors LLC
Series 65
Bloomington, IN
Above & Beyond Investments, LLC
Series 65
Nashville, IN
Kinder Financial Services
Series 63, Series 66
Bloomington, IN
McAvoy Kemp Wealth Management, LLC
CFP®, PFS™, Series 66
Bloomington, IN
Laughlin Financial LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")