Flexible Plan Investments

Finance · Michigan, United States · 51-200 Employees

View Company Info for Free

Overview

Headquarters

3883 Telegraph Rd Ste 100, Bloomfield Hi...

Phone Number

(800) 347-3539

Revenue

$21.5 Million

Industry

Finance Securities Trading
ZI Rank: 5
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
3
2
3
2
2
5

About Flexible Plan Investments

Flexible Plan Investments offers dynamic, risk-managed investment strategies through a turnkey asset management program (TAMP) designed for financial advisers. Since 1981, the company has focused on multi-strategy diversification and managing investor expectations, providing tools and solutions such as FlexDirex single-stock ETF strategies and model manager platforms. Their services cater to a range of clients, including wealth managers and retirement plan providers, aiming to enhance client relationships and portfolio performance. With a commitment to principled investing, they deliver tailored portfolio solutions that adapt to shifting market conditions.Explore more
Flexible Plan Investments's Social MediaPopular SearchesFlexible Plan Investments LtdFlexible Plan Investmentsflexible investments IncCrs Acquisition Wlc LLCFlexible Plan Investments LTD IncSIC Code 62,628NAICS Code 52,523Show more

Flexible Plan Investments Org Chart

Jerry Wagner, Chief Executive Officer at Flexible Plan Investments
United States flag for contact location.

Chief Executive Officer

PhoneEmail
MH
United States flag for contact location.

Chief Operating Officer

PhoneEmail
MK
United States flag for contact location.

Chief Marketing Officer

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
PS
United States flag for contact location.

Chief Financial Officer

PhoneEmail
RF
United States flag for contact location.

Chief Financial Officer

PhoneEmail
Carl Resnick, President at Flexible Plan Investments
United States flag for contact location.

President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
BS
United States flag for contact location.

Vice President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Flexible Plan Investments your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Flexible Plan Investments

Compare insights from companies similar to Flexible Plan Investments, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Flexible Plan Investments

$21.5M
51-200
Private
<$5M
1981
$168M
51-200
Private
-
1983
BH
Bradley HershChief Financial Officer
$26.6M
51-200
Private
-
2001
MS
Mark SoukupSenior VP, Sales
$13.9M
51-200
Private
<$5M
1974
TM
Timothy McCabeChief Legal Officer
$6.2M
51-200
Private
$5M
1979
RG
Raymond GooleyChief Marketing Officer
$6.1M
11-50
Private
<$5M
2010
CG
Courtney GodwinFinancial Operations Analyst
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Flexible Plan Investments is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Flexible Plan Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Flexible Plan Investments.

Flexible Plan Investments financials insights

Gather financial insights about Flexible Plan Investments, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$1M

See All Flexible Plan Investments's Financials Insights

Flexible Plan Investments Tech Stack

A closer look at the technologies used by Flexible Plan Investments

Most Recent Scoops

Promotion
Executive Move
Executive Moves, Promotion
Lateral Move
Executive Move
Executive Moves, Lateral Move
Person-Based
Lateral Move
Executive Move
Executive Moves, Lateral Move
Promotion
Executive Move
Executive Moves, Promotion
See more scoops

Flexible Plan Investments News & Media

Read more news

Top Finance Companies

Frequently Asked Questions Regarding Flexible Plan Investments

What is Flexible Plan Investments's official website?
Flexible Plan Investments's official website is www.flexibleplan.com
What is Flexible Plan Investments's Revenue?
Flexible Plan Investments's revenue is $21.5 Million
What is Flexible Plan Investments's SIC code?
Flexible Plan Investments's SIC: 62,628
What is Flexible Plan Investments's NAICS code?
Flexible Plan Investments's NAICS: 52,523
How many employees does Flexible Plan Investments have?
Flexible Plan Investments has 51-200 employees
What industry does Flexible Plan Investments belong to?
Flexible Plan Investments is in the industry of: Finance, Securities Trading
What is Flexible Plan Investments competition?
Flexible Plan Investments top competitors include: Orion Portfolio Solutions, Clark Capital Management Group, Inc, Payden & Rygel, Advisor Partners
What companies has Flexible Plan Investments acquired?
Flexible Plan Investments has acquired the companies: Capital Cities Asset Management, For A Better World, Flexible Plan Investments
What technology does Flexible Plan Investments use?
Some of the popular technologies that Flexible Plan Investments uses are: Adswizz, Lucky Orange, WordPress.org, ClickDimensions
Who is the CFO of Flexible Plan Investments?
Flexible Plan Investments's CFO is Philip Szurek
How do I contact Flexible Plan Investments?
Flexible Plan Investments contact info: Phone number: (800) 347-3539 Website: www.flexibleplan.com
What does Flexible Plan Investments do?

Flexible Plan Investments offers dynamic, risk-managed investment strategies through a turnkey asset management program (TAMP) designed for financial advisers. Since 1981, the company has focused on multi-strategy diversification and managing investor expectations, providing tools and solutions such as FlexDirex single-stock ETF strategies and mode... l manager platforms. Their services cater to a range of clients, including wealth managers and retirement plan providers, aiming to enhance client relationships and portfolio performance. With a commitment to principled investing, they deliver tailored portfolio solutions that adapt to shifting market conditions.Read More

What are Flexible Plan Investments social media links?
Flexible Plan Investments Linkedin page Flexible Plan Investments Twitter page
Is Flexible Plan Investments a public company?
Flexible Plan Investments is private company therefore does not currently have an official ticker symbol
See more information about Flexible Plan Investments

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.