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Maris Ivars Galins

MG Financial, Inc.

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About Maris Ivars Galins

Maris Galins is a Certified Financial Planner™ professional with over 30 years of experience in the financial services industry. Maris has a deep understanding of investment strategies and works with clients to develop personalized financial plans. Maris is currently registered with MG Financial, Inc. and has previously worked at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Maris is dedicated to helping clients achieve their financial goals.

Firm Information

Maris Galins is currently registered with MG Financial, Inc.. MG Financial, Inc. is an investment advisor with 1 investment advisor representative and 1 advisory function. They manage $47,503,406 in regulatory assets for 110 clients. The firm's advisory services include financial planning and selection of other advisors. MG Financial, Inc. primarily serves high net worth individuals (18 clients with $33,258,630 in assets under management) and individuals other than high net worth (36 clients with $14,244,776 in assets under management).

$47.50M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maris Galins’s Registration & Firm History

WA

01/02/2014 - Present

MG Financial, Inc. (SEATTLE WA)

IN

04/23/1992 - 06/14/2001

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

04/23/1992 - 06/14/2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NY

05/10/1991 - 05/28/1992

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/25/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/08/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maris Ivars Galins.
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