Flexible Plan Investments, Ltd.

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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... Read more

Industries

Investment Management

Headquarters

Bloomfield Hills, US

Employees

Links

Org chart

President/Founder

Jerry Wagner

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Creative Director

Chief Marketing Officer

Jeffrey Ingalsbe

Senior Vice President, Chief Information Security Officer

Chief Compliance Officer

Rukshan Fernando

Chief Financial Officer

Michelle Higgins

Chief Operating Officer

Brandon Noronha

Internal Sales Manager

Regional Sales Manager

Software Architect

Research Analyst I

Portfolio Manager

QA Contractor

Rukmal Fernando

Senior Performance Analyst

Research Analyst

Teams

Technology Team

8 members

Business and Data Analysis

5 members

Leadership Team

6 members

Sales and Marketing

6 members

Creative and Design Team

3 members

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