Unclaimed Profile

Kenneth Bryan Whitley

FLEXIBLE PLAN INVESTMENTS LTD·BLOOMFIELD HILLS, Michigan

Series 65Clean record23 years registeredFLEXIBLE PLAN INVESTMENTS LTD

3883 TELEGRAPH RD, BLOOMFIELD HILLS, MI 48302-1432CRD# 4650307Firm CRD# 110762

Profile Verification

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

Identity

Kenneth Bryan Whitley · BLOOMFIELD HILLS, MI

Registration

CRD #4650307 · FLEXIBLE PLAN INVESTMENTS LTD · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FLEXIBLE PLAN INVESTMENTS LTD

FLEXIBLE PLAN INVESTMENTS LTD

Jan 2012 – Oct 2016

BLOOMFIELD HILLS, MI

THIRD DAY ADVISORS, LLC

May 2003 – Nov 2011

BEAVERTON, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 29, 2003

Years registered · 23

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 Kenneth Bryan Whitley offer?

Kenneth Bryan Whitley specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Kenneth Bryan Whitley's credentials?

Kenneth Bryan Whitley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Bryan Whitley located?

Kenneth Bryan Whitley is based in BLOOMFIELD HILLS, Michigan, last registered with FLEXIBLE PLAN INVESTMENTS LTD.

How does Kenneth Bryan Whitley charge for services?

Kenneth Bryan Whitley'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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