Unclaimed Profile

Zhaoji George Yang

FLEXIBLE PLAN INVESTMENTS LTD·BLOOMFIELD HILLS, Michigan

Clean record5 years registeredFLEXIBLE PLAN INVESTMENTS LTD

3883 TELEGRAPH RD, BLOOMFIELD HILLS, MI 48302-1432CRD# 5571294Firm CRD# 110762

Profile Verification

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

Identity

Zhaoji George Yang · BLOOMFIELD HILLS, MI

Registration

CRD #5571294 · FLEXIBLE PLAN INVESTMENTS LTD · 5 years registered

Brand Profile

Not yet started

Career History

ROCHESTER WEALTH STRATEGIES, LLC

May 2026 – present

ROCHESTER WEALTH STRATEGIES, LLC

Sep 2020 – Aug 2021

ROCHESTER, MI

Registrations & Exams

Registration record

First registered · September 3, 2020

Years registered · 5

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 Zhaoji George Yang offer?

Zhaoji George Yang specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Zhaoji George Yang's credentials?

Zhaoji George Yang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zhaoji George Yang located?

Zhaoji George Yang 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 Zhaoji George Yang charge for services?

Zhaoji George Yang'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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