Flexible Plan Investments, Ltd.
Jennifer Crouter is an accomplished financial professional and sales representative with extensive experience in the financial and healthcare sectors. Currently serving as an Internal Wholesaler at Flexible Plan Investments, Ltd. since September 2016, Jennifer previously held a role as a Financial Advisor with Merrill Lynch, where responsibilities included sourcing prospective clients and managing over $2.8 million in assets since August 2013. Prior to this, Jennifer was a Specialty Sales Representative at Pamlab, recognized as a top performer and Product Champion. Earlier roles include Pharmaceutical Sales Representative positions at inVentiv Health and serving as Medical Assistant Staff Manager at the Michigan Institute of Urology. Jennifer holds a degree from Michigan State University.
This person is not in any offices
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