| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Michael Smith Control | Chief Compliance Officer | Under 5% | 2014 |
| Jeffrey Allan Ingalsbe Control | Senior Vice President, Chief Information Officer | Under 5% | 2016 |
| Jerry Charles Wagner Control | Ceo / President | Over 75% | 1981 |
Flexible Plan Investments Ltd reports $1.5 billion in regulatory assets under management on its Form ADV.
Flexible Plan Investments Ltd reports 79 employees.
Flexible Plan Investments Ltd is based in Bloomfield Hills, MI and has been SEC-registered since 1984.
Flexible Plan Investments Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI 48302-1432 |
| Phone | 800-347-3539 |
| Fax | 248-642-6741 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.54B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.54B |