Flexible Plan Investments, Ltd.
Jeffrey Iseman is a compliance auditor at Flexible Plan Investments, Ltd., with extensive experience in IT project management and compliance within the automotive sector. Previous roles include IT Project Manager at Blue Chip Talent, where responsibilities encompassed managing cybersecurity vendors, and at Persis Consulting for Ford Motor Company, focusing on compliance audits related to UNECE Regulation 156. At General Motors, Iseman served in various IT project management and process engineering roles, overseeing complex projects that improved business continuity, automated processes, and enhanced IT security. Iseman holds a Master’s degree in Information Technology from Lawrence Technological University and an MBA from the University of Detroit Mercy, complemented by a Bachelor's degree in Economics and Management from Albion College.
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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