Flexible Plan Investments, Ltd.
Adam Van Valkenburgh is an experienced professional with a diverse background in management and sales. Currently serving as the Trading Manager and Trading Specialist at Flexible Plan Investments, Ltd. since August 2021, Adam previously worked as an Automotive Sales Consultant at Rocket Auto, where responsibilities included client engagement, documentation, and securing financing. Adam also held the position of Area Manager at Jimmy John's for multiple years, overseeing numerous units and managing a substantial workforce while ensuring operational efficiency. Prior experience includes serving as a Training Manager at Blaze Pizza, focusing on staff development and compliance with health standards. Adam holds a Bachelor of Arts in Music from Western Michigan University, obtained in 2010.
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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