Unclaimed Profile

Jason Michael Teed

FLEXIBLE PLAN INVESTMENTS LTD·BLOOMFIELD HILLS, Michigan

Clean recordFLEXIBLE PLAN INVESTMENTS LTD

3883 TELEGRAPH RD, BLOOMFIELD HILLS, MI 48302-1432CRD# 7234163Firm CRD# 110762

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Michael Teed · BLOOMFIELD HILLS, MI

Registration

CRD #7234163 · FLEXIBLE PLAN INVESTMENTS LTD

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Michael Teed 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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

FLEXIBLE PLAN INVESTMENTS LTD

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7234163

Firm CRD# 110762

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Michael Teed offer?

Jason Michael Teed specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Jason Michael Teed's credentials?

Jason Michael Teed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Michael Teed located?

Jason Michael Teed 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 Jason Michael Teed charge for services?

Jason Michael Teed'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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