FLEXIBLE PLAN INVESTMENTS LTD

BLOOMFIELD HILLS, Michigan·8 registered advisors·CRD# 110762
SEC# 801-210730800-347-3539
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
84
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at FLEXIBLE PLAN INVESTMENTS LTD

8 registered advisors
Gregory Michael Smith
BLOOMFIELD HILLS, Michigan
Jerry Charles Wagner
BLOOMFIELD HILLS, Michigan
Kenneth Bryan Whitley
BLOOMFIELD HILLS, Michigan
Leonard Joseph Durso
BLOOMFIELD HILLS, Michigan
ChFC
Patrick Paul Cahill
BLOOMFIELD HILLS, Michigan
Peter Baxter Mauthe
BLOOMFIELD HILLS, Michigan
Timothy Hanna
BLOOMFIELD HILLS, Michigan
Zhaoji George Yang
BLOOMFIELD HILLS, Michigan
05

Office Locations

BLOOMFIELD HILLS, Michigan
8 advisors

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Data sourced from SEC Form ADV filings. FLEXIBLE PLAN INVESTMENTS LTD (CRD# 110762) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.