Jerry C. Wagner has been President, Director and sole shareholder of Flexible Plan Investments, Ltd. since its formation in February 1981. If so, that newsletter section may interest you. Join to Connect Flexible Plan Investments, Ltd. Wayne State University. While the stock market has tumbled since making a new high on February 20, giving back all of its 2020 gains, I want to provide you with some good news. Flexible Plan Investments, Ltd. Bloomfield Hills, MI 6 minutes ago Be among the first 25 applicants See who Flexible Plan Investments, Ltd. has hired for this role Bloomfield Hills, MI 48302 Dr. Z. George Yang, CFA, a highly respected academic scholar, is the firm's Co-Chief Investment Officer and Senior Portfolio Manager. But, more and more of you are in plans using Market Leaders. This business specializes in Investment Services. Flexible Plan Investments, Ltd.- VIP MESSENGER. Flexible Plan Investments, Ltd. (800) 347-3539, ext. Uncover why Flexible Plan Investments, Ltd is the best company for you. Combining expertise in investment analysis, system design, and software development, Mr. Wagner anticipated technological innovations BLOOMFIELD HILLS, Mich. - Feb. 1, 2021 - PRLog-- Flexible Plan Investments Ltd. (FPI) is a leading provider of dynamic, risk-managed investment solutions for the separately managed account business.Today it celebrates 40 years in the investment advisory industry. About Flexible Plan Investments, Ltd.: Established in 1981, Flexible Plan Investments, Ltd. is a leading provider of investment risk management services. 3883 Telegraph Road, Suite 100 • Bloomfield Hills, MI 48302 • Toll Free: (800) 347-3539 • Fax: (248) 642-6741 This business specializes in Investment Services. Bloomfield Hills, Michigan, United States . The firm's total assets under management places it among the biggest financial advisory firms in the nation. FLEXIBLE PLAN INVESTMENTS, LTD. Compilation done on 2019-05-03 Item 1 Identifying Information. Flexible Plan Investments' (FPI's) new account process has been updated to include the newly released Axos Account Application and other ancillary forms. Flexible Plan Investments, Ltd. ("FPI," "our," "we," or "us") is an investment adviser registered with the Securities and Exchange Commission that provides investment advisory services for managed accounts. Jeffrey Allan Ingalsbe is Chief Information Officer at Flexible Plan Investments Ltd. View Jeffrey Allan Ingalsbe's professional profile on Relationship Science, the database of decision makers. Reviews from Flexible Plan Investments, Ltd employees about Flexible Plan Investments, Ltd culture, salaries, benefits, work-life balance, management, job security, and more. 100. 100. Business Profile. Flexible Plan Investments, Ltd. ("FPI," "our," "we," or "us") is an investment adviser registered with the Securities and Exchange Commission that provides investment advisory services for managed accounts. Flexible Plan Investments, Ltd. Sep 2011 - Jan 2014 2 years 5 months. The Wealth Advisor has made it possible for you or your firm to receive fast answers to your questions. Mr. Timothy Hanna is a Portfolio Manager at Flexible Plan Investments Ltd. Flexible Plan Investments, Ltd. is a large advisory firm with 13265 clients and discretionary assets under management (AUM) of $1,638,081,625 (Form ADV from 2021-03-09). FLEXIBLE PLAN INVESTMENTS LTD ( CRD# 110762/SEC#: 801-21073 ) Alternate Names:FLEXIBLE PLAN INVESTMENTS LTD. Visit SEC Site. About Flexible Plan Investments. Flexible Plan Investments, Ltd. has not been reviewed by any employees or job applicants. Be the first to review! Gregory Michael Smith is Chief Compliance Officer at Flexible Plan Investments Ltd. View Gregory Michael Smith's professional profile on Relationship Science, the database of decision makers. As the chief information officer at Flexible Plan Investments, Ltd. (FPI), he oversees all aspects of IT to ensure that it promotes the success of the business. 173 mkaras@flexibleplan.com Ron Rowland joins Flexible Plan Investments, Ltd. Bloomfield Hills, MI - April 1, 2015 - Flexible Plan Investments, Ltd., a leading provider of active investment management solutions, has acquired Capital Cities Flexible Plan Saves Time & Money in Quarterly Reporting Process The$Need$for$Automated$Workflow$and$Por5olio$ Philip Szurek, a former CPA, is Chief Financial Officer at Flexible Plan Investments. FPI is dedicated to preserving and growing wealth through dynamic risk management. Flexible Plan Investments, Ltd. 3883 Telegraph Road, Ste. As a founding member of the National . About Flexible Plan Investments, Ltd. Bloomfield Hills , Michigan , United States 101-250 FPI is dedicated to preserving and growing wealth through dynamic risk management. Flexible Plan Investments LTD is headquartered in Bloomfield Hills, Michigan. Find out what works well at Flexible Plan Investments, Ltd from the people who know best. Bloomfield Hills, MI 48302. (248) 642-6640. Bloomfield Hills, MI 48302 Business Profile. Biography. View Flexible Plan Investments, Ltd.'s latest news on PRLog, with news from 350,000 organizations. The security of your data is a top priority. Stay on BrokerCheck. Phone: 240-223-1998. Flexible Plan Investments, Ltd. has 13 news items. Established in 1981, Flexible Plan Investments, Ltd. is a leading provider of investment risk management services. 530. Since 1981 we've been dedicated to supporting advisors in building diversified . : APPLICANT'S INITIAL DISCLOSURES Applicant, Flexible Plan Investments, Ltd., hereby submits its initial disclosures as required by Rule 26(a)(1), 37 C.F.R. Former Portfolio Manager at Flexible Plan Investments Ltd. Employees also rated Flexible Plan Investments 3.8 out of 5 for work life balance, 3.5 for culture and values and 3.2 for career opportunities. Since 1981 we've been dedicated to supporting advisors in building diversified . Flexible Plan Investments. As an advisor firm, Flexible Plan Investments LTD manages $2 billion in assets throughout 19,200 accounts and retains more than 87 people. Flexible Plan Investments, Ltd. ("Flexible" or "FPI" or "Adviser" or "we" or "our") was founded in Bloomfield Hills, Michigan in 1981 by Jerry C. Wagner, President and controlling owner. Flexible Plan Investments' Weekly Performance Report provides updates on all of our offered strategies. Bloomfield Hills, Michigan, United States. Apr 16, 2021 www.prnewswire.com Case Study: Plancorp, LLC Plancorp, LLC Saves Time and Money with Automated Portfolio Reporting Searching*for*aSolu/on When*Plancorp,*LLC*realized*they*needed*adifferentsolu/on*for* Business Profile for Flexible Plan Investments, Ltd. Investment Advisory Services. Flexible Plan Investments LTD is located at 3883 Telegraph Rd Ste 100, Bloomfield Hills, MI. Client Relationship Summary (CRS) | ADV Part 2A - Firm Brochure 3883 Telegraph Road, Suite 100, Bloomfield Hills, MI 48302 | Toll Free: (800) 347-3539 | Fax: (248) 642-6741 Mr. Bryan D. Franco, CFA, is a Portfolio Manager at Flexible Plan Investments Ltd.Prior to joining Flexible Plan Investments, Mr. Franco was employed as a Portfolio Manager Oppenheimer & Co. Accounts here at Flexible Plan Investments, Ltd. (FPI), are weathering the storm very well. Brokerage and investment advisory services and fees differ Phone: 248-642-6640. Flexible Plan Investments, Ltd. 3883 Telegraph Road, Ste. Please use this VIP Messenger to shuttle your request to the right person. Investment Adviser Firm Summary. About Flexible Plan Investments Ltd.: Established in 1981, Flexible Plan Investments Ltd. (FPI) invests $1.5 billion in assets for clients in its separately managed account business (as of 12/31/20). Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. Former Chief Financial Officer at Flexible Plan Investments Ltd. Your full legal name (if you are a sole proprietor, your last, first, and middle names): FLEXIBLE PLAN INVESTMENTS LTD. B. Case Study: Flexible Plan Investments, Ltd. These Axos Advisor Services forms include an autofill feature that allows you to automatically populate form fields, so you can print signature-ready forms. Email: cayers-rigsby@cerosfs.com. Flexible Plan Investments, Ltd. is an investment banking company providing dynamic risk management services. Regional Sales Manager, South at Flexible Plan Investments Ltd. Case Study: Plancorp, LLC Plancorp, LLC Saves Time and Money with Automated Portfolio Reporting Searching*for*aSolu/on When*Plancorp,*LLC*realized*they*needed*adifferentsolu/on*for* He is responsible for reviewing new and existing strategies and modifications for tradability, feasibility and implementation. Monitor accounts with Flexible Plan Investments. Dr. Yang joined Flexible Plan Investments in 2008 following a 10-year engineering career developing quantitative and analytical methods in the automotive industry. 1. Established in 1981, Flexible Plan Investments Ltd. invests $1.5 billion in assets for clients in its separately managed account business (as of 12/31/2020). About Flexible Plan Investments, Ltd.: Established in 1981, Flexible Plan Investments, Ltd. is a leading provider of investment risk management services. Be the first one to write a review about Flexible Plan Investments, Ltd. ! Flexible Plan Investments, Ltd., founded in Bloomfield Hills, Michigan, in 1981, has managed mutual fund and variable life and annuity accounts for tens of thousands of clients and retirement plan . About Flexible Plan Investments, Ltd.: Established in 1981, Flexible Plan Investments, Ltd. invests over $1.5 billion in assets for clients in its separately managed account business (as of 3/31/13). Suggest edits BIRDEYE FOR BUSINESSES This profile is powered by Birdeye. As part of the celebration, Flexible Plan Investments is matching donations to 40 charities submitted by financial advisers and . We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Services. Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. As a founding member of the National Association of Active Investment Managers (NAAIM), Flexible Plan Investments is one of the trade association' s largest and oldest active money managers . This Agreement replaces and supersedes the Shareholder Services Agreement executed between Flexible Plan Investments, Ltd., and Ceros Financial Services, Inc., which is herewith terminated. He has been active in market analysis, designing . 3883 Telegraph Rd Ste 100 Bloomfield Hills, MI 48302. As a founding member of the National . FPI is dedicated to preserving and growing wealth through dynamic risk management. Visit the SEC's Investment Adviser Public Disclosure website for more information on this individual. 60% of Flexible Plan Investments employees would recommend working there to a friend based on Glassdoor reviews. For over 40 years we have managed mutual fund and variable annuity accounts for thousands of clients and retirement plan participants by seeking to systematically reduce risk and enhance returns. Brokerage and investment advisory services and fees differ Flexible Plan Investments, Ltd. Jerry C. Wagner. To help you safely access your investment account online, OnTargetInvesting.com now includes two-factor authentication when logging in. He is responsible for devising the company's IT strategy and ensuring that all systems necessary to support its operations and objectives are in place. FPI is a . All of the firm's . Flexible Plan Investments, Ltd.,: : Applicant. Business Profile for Flexible Plan Investments, Ltd. Investment Advisory Services. Find job openings and see what women say about company culture, salary, women in leadership, maternity leave, working from home, and more. Catherine Ayers-Rigsby. Bloomfield Hills, MI Former Assistant Treasurer Ameriprise Financial Services, Inc. . Project Delivery Manager at Flexible Plan Investments, Ltd. LaSalle, Ontario, Canada 151 connections. 3883 Telegraph Road, Suite 100. Over 70,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. As a founding member of the National Association of Active Investment Managers . In accordance with Rule 26(a)(1)(A), following is a list of persons who are likely to have discoverable non-privileged —30+ days ago As a financial advisory firm, Flexible Plan Investments can provide a variety of financial planning services for Americans. About Flexible Plan Investments Ltd.: Established in 1981, Flexible Plan Investments Ltd. (FPI) invests over $2 billion in assets for clients in its separately managed account business (as of 8/31/21). About Flexible Plan Investments, Ltd.: Established in 1981, Flexible Plan Investments, Ltd., invests nearly $1.5 billion in assets for clients in its separately managed account business (as of 9/30/2020). Biography With ten years in the financial services industry, Rob joins Flexible Plan from Opus Trading Fund, LLC, a small trading firm in Atlanta, where he served as Senior Trader for eight years trading every equity and futures product he could find. Case Study: Flexible Plan Investments, Ltd. . Report this profile About Project Management Skills: (10+ years of several concurrent projects ($400k to $5mil combined), collaborative leadership of 3 to 20 combined . Rockville, MD 20850. • Conducting 50-70 educational calls daily to financial advisors detailing opportunities . Brought to you by merchantcircle. Current Firm: Flexible Plan Investments Ltd Peter Mauthe (CRD# 865473) is an Investment Advisor Representative working at Flexible Plan Investments Ltd in Bloomfield Hills, MI and has over 26 years of experience in the finance industry. About Flexible Plan Investments, Ltd.: Established in 1981, Flexible Plan Investments, Ltd., invests over $2 billion in assets for clients in its separately managed account business (as of 11/30/2021). Previously Registered indicates the firm or individual is not currently licensed to act as a broker (buying and selling securities on behalf of customers) or as an investment adviser (providing advice about securities to clients). Flexible Plan Investments, Ltd. Bio Coming Array ( [0] => stdClass Object ( [ID] => 54156 [post_author] => 2 [post_date] => 2020-12-10 10:17:13 [post_date_gmt] => 2020-12-10 15:17:13 [post_content] => With December now here, the world is eager to kiss 2020 goodbye, and likely, good riddance. We do not offer brokerage or financial planning services. Flexible Plan Investments, Ltd. 7 years 9 months Senior Portfolio Manager Flexible Plan Investments, Ltd. Jan 2019 - Present 2 years 9 months. 2.120(a)(2). We offer dynamically risk-managed investment strategies as an alternative to traditional buy-and-hold investing. While at Oppenheimer, he co-managed a globally-oriented hedge fund. Get the inside scoop on jobs, salaries, top office locations, and CEO insights. We offer dynamically risk-managed investment strategies as an alternative to traditional buy-and-hold investing. Flexible Plan Investments, Ltd. (800) 347-3539, ext. You are welcome to share your working, interview or application experience with Flexible Plan Investments, Ltd. as well as its owners or employees. In My Opinion - Managed Retirement Plan Participants: Most of you are managed using Lifetime Evolution and our sub-advised funds, so those topics will be most applicable to your account. Investment Advisory Service, Annuities & Retirement Insurance Plans, Financial Planners. Bloomfield Hills, Michigan, United States. 173 mkaras@flexibleplan.com Ron Rowland joins Flexible Plan Investments, Ltd. Bloomfield Hills, MI - April 1, 2015 - Flexible Plan Investments, Ltd., a leading provider of active investment management solutions, has acquired Capital Cities Flexible Plan Investments, Ltd. Mar 2021 - Present1 year. We do not offer brokerage or financial planning services. Email: jerry@flexibleplan.com (b) If to the Adviser: ADVISORS PREFERRED, LLC. 1445 Research Boulevard, Ste. FPI is dedicated to preserving and growing wealth through dynamic risk management. About Flexible Plan Investments, Ltd.: Established in 1981, Flexible Plan Investments, Ltd. invests over $1.5 billion in assets for clients in its separately managed account business (as of 3/31/13). Flexible Plan Investments, Ltd. Jan 2020 - Present2 years 2 months. Flexible Plan Saves Time & Money in Quarterly Reporting Process The$Need$for$Automated$Workflow$and$Por5olio$ Flexible Plan Investments LTD is located at 3883 Telegraph Rd Ste 100, Bloomfield Hills, MI. The Authorized Service Provider shall provide or cause to be provided those administrative shareholder services and/or account maintenance . About Flexible Plan Investments, Ltd.: Established in 1981, Flexible Plan Investments, Ltd. is a leading provider of investment risk management services. Flexible Plan Investments Managing the non-traditional is our tradition Dynamic portfolios designed for the unexpected Why FPI Turnkey portfolios Turnkey and custom portfolio solutions that are managed for risk and growth Portfolio solutions RIA solutions Guiding clients and building strong relationships You can do both Performance tools and tech Flexible Plan Investments is a financial advisor firm in Bloomfield Hills, Michigan with billions of dollars in assets under management (AUM).The firm maintains advisory accounts with many types of clients, such as non-high-net-worth and high-net-worth individuals, investment companies, charitable organizations, government entities, businesses and retirement plans. Name under which you primarily conduct your advisory business, if different from Item 1.A. Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. Biography. Mr. Szurek is responsible for the financial operations and maintenance of the books of account and production of financial statements meeting regulatory requirements. Employer reviews from Flexible Plan Investments, Ltd. employees. We are a turnkey asset management program (TAMP), which means advisors can. Flexible Plan Investments, Ltd. is based out of Bloomfield Hills. flexible plan investments, ltd. CODE OF ETHICS It is the policy of Flexible Plan Investments, Ltd., ("Flexible") to conduct its business affairs at the highest ethical levels and to avoid any conduct or course of dealing, which could be criticized by others as having even the appearance of conflict of interest or dishonesty. Map & Directions. FPI is dedicated to preserving and growing wealth through dynamic risk management. Compare pay for popular roles and read about the team's work-life balance. 18 . A. Add to Favorites. BLOOMFIELD HILLS, Mich., April 16, 2021 /PRNewswire/ -- Flexible Plan Investments, Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions with over $1.8 billion in assets under management, announced that it will act as sub-advisor of three new Quantified Funds,.

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