Flexible Plan Investments Ltd
Flexible Plan Investments Ltd (CRD# 110762) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $1,420,533,938 in 13,703 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management1,421MILLION
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Total Number of Accounts13,703ACCOUNTS
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Average Account Value$103,666
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Jerry Wagner (CRD# 1920032) is an Investment Advisor Representative working at Flexible Plan Investments Ltd in Bloomfield Hills, MI and has over 32 years of experience in the finance industry.
Justin Murphy (CRD# 2775281) is an Investment Advisor Representative working at Flexible Plan Investments Ltd in Bloomfield Hills, MI and has over 27 years of experience in the finance industry.
Christopher Noechel (CRD# 4525589) is an Investment Advisor Representative working at Flexible Plan Investments Ltd in Bloomfield Hills, MI and has over 6 years of experience in the finance industry.