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Bethany Jean Mchale

FLEXIBLE PLAN INVESTMENTS LTD·BLOOMFIELD HILLS, Michigan
Unclaimed Profile
3883 TELEGRAPH RD, BLOOMFIELD HILLS, MI 48302-1432CRD# 868283Firm CRD# 110762
01

About

Bethany Jean Mchale is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with FLEXIBLE PLAN INVESTMENTS LTD. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
FLEXIBLE PLAN INVESTMENTS LTD
FLEXIBLE PLAN INVESTMENTS LTD
AUM
$1.4B
Regulatory assets under management
Employees
84
Total firm employees
View all advisors at FLEXIBLE PLAN INVESTMENTS LTD →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 868283
Firm CRD# 110762
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bethany Jean Mchale offer?
Bethany Jean Mchale specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Bethany Jean Mchale's credentials?
Bethany Jean Mchale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bethany Jean Mchale located?
Bethany Jean Mchale is based in BLOOMFIELD HILLS, Michigan, working with FLEXIBLE PLAN INVESTMENTS LTD. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Bethany Jean Mchale charge for services?
Bethany Jean Mchale's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLEXIBLE PLAN INVESTMENTS LTD?
FLEXIBLE PLAN INVESTMENTS LTD has approximately 84 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BLOOMFIELD HILLS
Mark Thomas Hammond — ALIDADE CAPITAL, LLCGeoffrey Richard Langdon — ALIDADE CAPITAL, LLCDavid Todd Hanley — ALIDADE CAPITAL, LLCMatthew Ira Roslin — ALIDADE CAPITAL, LLCSteven John Faliski — ALIDADE CAPITAL, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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