TrueAdvisor
TrueAdvisor
CR
CR

Carl Richard Resnick

Flexible Plan Investments LTD
32 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Flexible Plan Investments LTD
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$141K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

Location

3883 Telegraph Rd, Ste 100, Bloomfield Hills, MI, 48302-1432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ceros Financial Services, INC.Broker
December 2024 - Present · 1 yr 2 mos
Flexible Plan Investments LTD
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Guggenheim Funds Distributors, LLCBroker
March 2014 - October 2024 · 10 yrs 7 mos
Guggenheim Investments
October 2010 - October 2024 · 14 yrs
Rydex Advisory Services, LLC
May 2009 - October 2010 · 1 yr 5 mos
Guggenheim Distributors, LLCBroker
September 1998 - March 2014 · 15 yrs 6 mos
Fidelity Brokerage Services, INC.Broker
September 1993 - September 1998 · 5 yrs
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.