Flexible Plan Investments Ltd

Flexible Plan Investments Ltd (CRD# 110762) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $1,850,882,670 in 28,562 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,851
    MILLION
  • Total Number of Accounts
    28,562
    ACCOUNTS
  • Average Account Value
    $64,802
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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
  • Security ratings or pricing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Flexible Plan Investments Ltd
Showing 1 - 4 of 4 top financial advisors.
1
Peter B. Mauthe
CRD#: 865473
3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI 48302
93
Wealthminder
score

Peter Mauthe (CRD# 865473) is an Investment Advisor Representative working at Flexible Plan Investments Ltd in Bloomfield Hills, MI and has over 21 years of experience in the finance industry.

2
Jerry C. Wagner
CRD#: 1920032
3883 Telegraph Road, Suite 100, Bloomfield Hills, MI 48302
93
Wealthminder
score

Jerry Wagner (CRD# 1920032) is an Investment Advisor Representative working at Flexible Plan Investments Ltd in Bloomfield Hills, MI and has over 24 years of experience in the finance industry.

3
Kenneth B. Whitley
CRD#: 4650307
3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI 48302
93
Wealthminder
score

Kenneth Whitley (CRD# 4650307) is an Investment Advisor Representative working at Flexible Plan Investments Ltd in Bloomfield Hills, MI and has over 13 years of experience in the finance industry.

4
Ronald E. Rowland
CRD#: 2144937
Smyrna, GA
73
Wealthminder
score

Ronald Rowland (CRD# 2144937) is an Investment Advisor Representative working at Flexible Plan Investments Ltd in Smyrna, GA and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.