# FLEXIBLE PLAN INVESTMENTS LTD

FLEXIBLE PLAN INVESTMENTS LTD of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 110762
- Type: SEC-registered investment adviser
- SEC file number: 801-21073
- Location: 3883 TELEGRAPH RD, STE 100, BLOOMFIELD HILLS, MI, 48302-1432
- Phone: 800-347-3539
- Latest filing: 2026-03-31
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Clients: 68
- Accounts: 10,406

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Corporations

## Officers, owners & control persons (35)

_Showing 25 of 35 people._

| Name | Role | Location |
| --- | --- | --- |
| Sean Michael Burke | CORPORATE COUNSEL | — |
| Jerry Charles Wagner | CEO / PRESIDENT | — |
| Renee Toth | EXECUTIVE VICE-PRESIDENT | — |
| Gregory Michael Smith | CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Allan Ingalsbe | SENIOR VICE PRESIDENT, CHIEF INFORMATION OFFICER | — |
| Michelle Marie Higgins | CHIEF OPERATING OFFICER | — |
| Rukshan Sanjeewa Fernando | CHIEF FINANCIAL OFFICER | — |
| Timothy Hanna | DIRECTOR OF RESEARCH | — |
| BURKE PATRICK MICHAEL | CORPORATE COUNSEL | — |
| SMITH MATTHEW MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| DURSO ALFRED JOSEPH | VICE PRESIDENT SALES | — |
| MAUTHE PETER BAXTER | VICE PRESIDENT OF CORPORATE DEVELOPMENT | — |
| KELLY MICHAEL ANTHONY | VP SALES | — |
| WAGNER JERRY CHARLES | CEO / PRESIDENT | — |
| SVENKESEN WILLIAM GUSTAF | VICE PRESIDENT; VP SALES | — |
| TOTH RENEE | EXECUTIVE VICE-PRESIDENT; VP FUND RELATIONS | — |
| GREIG BRUCE CAMERON | VP & ASSOC. DIRECTOR OF RESEARCH | — |
| SZUREK PHILIP LEON | VP STRATEGIC PLANNING; VP STRATEGIC PLANNING/CFO | — |
| EINKORN CHRISTINE GRACE | CORPORATE SECRETARY | — |
| ISEMAN JOHN JOSEPH | CORPORATE COUNSEL | — |
| REID GREGORY GRIMALDI | VP SALES | — |
| DARKE RICHARD FRANCIS | CHIEF COMPLIANCE OFFICER | — |
| BOHLE HUBERT JOHN | VP CCO | — |
| MCHALE BETHANY JEAN | CHIEF COMPLIANCE OFFICER | — |
| YANG ZHAOJI GEORGE | DIRECTOR OF RESEARCH; SENIOR PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110762/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110762/similar
- Related entities: https://search.stillhousedata.com/firm/110762/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110762

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.