FLEXIBLE PLAN INVESTMENTS LTD of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser (CRD 110762). Regulatory assets under management: $1.5B.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Corporations.
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 | — |