Flexible Plan Investments Ltd

Flexible Plan Investments Ltd (CRD# 110762) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $1,678,641,182 in 23,700 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,679
    MILLION
  • Total Number of Accounts
    23,700
    ACCOUNTS
  • Average Account Value
    $70,829
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, WY

Financial Advisors at Flexible Plan Investments Ltd
Showing 1 - 7 of 7 top financial advisors.
1
Tim Brennan
CRD#: 1742181
3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI 48302
93
Wealthminder
score

Tim Brennan (CRD# 1742181) is an Investment Advisor Representative working at Flexible Plan Investments Ltd in Bloomfield Hills, MI and has over 30 years of experience in the finance industry.

2
Michael D. Heavey
CRD#: 2087128
3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI 48302
93
Wealthminder
score

Michael Heavey (CRD# 2087128) is an Investment Advisor Representative working at Flexible Plan Investments Ltd in Bloomfield Hills, MI and has over 14 years of experience in the finance industry.

3
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 22 years of experience in the finance industry.

4
Anthony L. Morales
CRD#: 5309880
3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI 48302
93
Wealthminder
score

Anthony Morales (CRD# 5309880) is an Investment Advisor Representative working at Flexible Plan Investments Ltd in Bloomfield Hills, MI and has over 11 years of experience in the finance industry.

5
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 26 years of experience in the finance industry.

6
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 15 years of experience in the finance industry.

7
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 23 years of experience in the finance industry.

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