Flexible Plan Investments, Ltd.
David J. Wismer has a diverse work experience in the field of finance and communications. David J. started their career in 1982 at DDB Worldwide Communications, Inc. where they worked for over 20 years in various senior roles, including Senior Vice President and Group Account Director. David J. then transitioned to StateOfTheMarkets.com in 2011 as a Writer/Editor, responsible for managing market news and analysis. In 2012, they joined Forbes Media as a Contributing Writer, focusing on financial markets and breaking news. In 2013, they took on the role of Director of Communications at Flexible Plan Investments, Ltd. and also became the Editor of Proactive Advisor Magazine at DPPublishing, Inc. Throughout their career, David has demonstrated expertise in financial services and has successfully collaborated with clients, stakeholders, and media partners.
David J. Wismer has pursued a Bachelor of Arts degree with a major in English at Cornell University in Ithaca, NY. Additionally, they have obtained a Masters in Business Administration with a specialization in Marketing from Harvard University in Cambridge, MA. The exact start and end years for both degrees are not provided.
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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