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
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.
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.