Jerry Charles Wagner

Flexible Plan Investments LTD

32 Years of Experience

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 Road, Suite 100, Bloomfield Hills, MI, 48302

Get directions

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.

Employment History

Current Registrations

Flexible Plan Investments LTD

January 1993 - Present · 33 yrs 1 mo

State Registrations2 states

MITX

Advisor

Exams

No exam information available for this advisor.