Unclaimed Profile

Leonard Joseph Durso

FLEXIBLE PLAN INVESTMENTS LTD·BLOOMFIELD HILLS, Michigan

SIE, Series 6, Series 6TO, Series 63, Series 65ChFCClean record7 years registeredFLEXIBLE PLAN INVESTMENTS LTD

3883 TELEGRAPH RD, BLOOMFIELD HILLS, MI 48302-1432CRD# 2300514Firm CRD# 110762

Profile Verification

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

Identity

Leonard Joseph Durso · BLOOMFIELD HILLS, MI

Registration

CRD #2300514 · FLEXIBLE PLAN INVESTMENTS LTD · 7 years registered

Brand Profile

Not yet started

Career History

BEACON CAPITAL MANAGEMENT, INC.

Nov 2022 – present

SAMMONS FINANCIAL NETWORK, LLC

Nov 2022 – present

FLEXIBLE PLAN INVESTMENTS LTD

Nov 2018 – Sep 2022

Bloomfield Hills, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 63

Series 65

Registration record

First registered · November 16, 2018

Years registered · 7

Professional designation · ChFC

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 Leonard Joseph Durso offer?

Leonard Joseph Durso specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Leonard Joseph Durso's credentials?

Leonard Joseph Durso holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Leonard Joseph Durso located?

Leonard Joseph Durso 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 Leonard Joseph Durso charge for services?

Leonard Joseph Durso'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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