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).

Current Firm Details
3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI 48302
https://quantifiedfunds.com
By the Numbers
  • Total Assets Under Management
    1,421
    MILLION
  • Total Number of Accounts
    13,703
    ACCOUNTS
  • Average Account Value
    $103,666
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
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 - 3 of 3 top financial advisors.
1
Darrell Saathoff, financial advisor Bloomfield Hills MI
Darrell L. Saathoff
CRD#: 2858186
3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI 48302

Darrell Saathoff (CRD# 2858186) 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.

2
Jerry Wagner, financial advisor Bloomfield Hills MI
Jerry C. Wagner
CRD#: 1920032
3883 Telegraph Road, Suite 100, Bloomfield Hills, MI 48302

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.

3
Christopher Noechel, financial advisor Bloomfield Hills MI
Christopher S. Noechel
CRD#: 4525589
3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI 48302

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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