Unclaimed Profile

Jerry Charles Wagner

FLEXIBLE PLAN INVESTMENTS LTD·BLOOMFIELD HILLS, Michigan

Series 2, Series 6, Series 22, Series 63, Series 65Clean record33 years registeredFLEXIBLE PLAN INVESTMENTS LTD

3883 TELEGRAPH RD, BLOOMFIELD HILLS, MI 48302-1432CRD# 1920032Firm CRD# 110762

Profile Verification

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

Identity

Jerry Charles Wagner · BLOOMFIELD HILLS, MI

Registration

CRD #1920032 · FLEXIBLE PLAN INVESTMENTS LTD · 33 years registered

Brand Profile

Not yet started

Career History

FLEXIBLE PLAN INVESTMENTS LTD

Jan 1993 – present

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 22

Series 63

Series 65

Registration record

First registered · January 1, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLEXIBLE PLAN INVESTMENTS LTD

CRD 110762 · SEC 801-21073

AUM

$1.4B

Regulatory assets under management

Employees

13,703 client accounts

Services offered by FLEXIBLE PLAN INVESTMENTS LTD

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at FLEXIBLE PLAN INVESTMENTS LTD →

Introduction

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Frequently Asked Questions

What services does Jerry Charles Wagner offer?

Jerry Charles Wagner specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Jerry Charles Wagner's credentials?

Jerry Charles Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerry Charles Wagner located?

Jerry Charles Wagner 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 Jerry Charles Wagner charge for services?

Jerry Charles Wagner'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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