Unclaimed Profile

Peter Baxter Mauthe

FLEXIBLE PLAN INVESTMENTS LTD·BLOOMFIELD HILLS, Michigan

Series 2, Series 3, Series 7, Series 24, Series 65Clean record21 years registeredFLEXIBLE PLAN INVESTMENTS LTD

3883 TELEGRAPH RD, BLOOMFIELD HILLS, MI 48302-1432CRD# 865473Firm CRD# 110762

Profile Verification

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

Identity

Peter Baxter Mauthe · BLOOMFIELD HILLS, MI

Registration

CRD #865473 · FLEXIBLE PLAN INVESTMENTS LTD · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FLEXIBLE PLAN INVESTMENTS LTD

GLOBAL INVESTMENT SOLUTIONS, LLC

Apr 2023 – Apr 2026

LEONARDTOWN, MD

FLEXIBLE PLAN INVESTMENTS LTD

May 2013 – Jan 2023

BLOOMFIELD HILLS, MI

MILLENNIUM WAVE INVESTMENTS

Dec 2011 – Feb 2013

DALLAS, TX

RHOADS LUCCA CAPITAL PARTNERS, L.P.

Aug 2005 – Dec 2011

DALLAS, TX

RHOADS LUCCA CAPITAL MANAGEMENT, INC.

Mar 2005 – Dec 2011

FRISCO, TX

Registrations & Exams

FINRA examinations passed

Series 2

Series 3

Series 7

Series 24

Series 65

Registration record

First registered · March 24, 2005

Years registered · 21

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

Speak with Peter

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Peter is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BLOOMFIELD HILLS?

Browse all registered financial advisors in BLOOMFIELD HILLS, Michigan or claim this profile if it's yours.

Browse BLOOMFIELD HILLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Peter Baxter Mauthe offer?

Peter Baxter Mauthe specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Peter Baxter Mauthe's credentials?

Peter Baxter Mauthe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Baxter Mauthe located?

Peter Baxter Mauthe is based in BLOOMFIELD HILLS, Michigan, last registered with FLEXIBLE PLAN INVESTMENTS LTD.

How does Peter Baxter Mauthe charge for services?

Peter Baxter Mauthe'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →