Flexible Plan Investments, Ltd. logo

Flexible Plan Investments, Ltd. jobs and careers

Bloomfield Hills, MI, United States

About Flexible Plan Investments, Ltd.

Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments’ OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs. https://www.flexibleplan.com/disclosures

Founded
1981
Employees
125
Headquarters
Bloomfield Hills

Leadership

The top of Flexible Plan Investments, Ltd.'s org chart, with how many people report into each leader.

JWPhoto of Jerry Wagner

Jerry Wagner

President/Founder

24 reports

MH

Michelle Higgins

Chief Operating Officer

9 reports

MK

Melissa Karas

Chief Marketing Officer

4 reports

JIPhoto of Jeffrey Ingalsbe

Jeffrey Ingalsbe

Senior Vice President, Chief Information Security Officer

3 reports

RFPhoto of Rukshan Fernando

Rukshan Fernando

Chief Financial Officer

1 report

GS

Gregory Smith

Chief Compliance Officer

1 report

SBPhoto of Sean Burke

Sean Burke

Chief Legal Counsel

Jobs at Flexible Plan Investments, Ltd.

No open positions right now. Explore more companies on TheJobsMap.