Flexible Plan Investments, Ltd. logo

Flexible Plan Investments, Ltd. Employee Directory

Financial ServicesMichigan, United States51-200 Employees

Flexible Plan Investments, Ltd. is a financial services firm that operates as a turnkey asset management program and a registered investment adviser. It delivers dynamic, risk-managed investment strategies for financial advisers, RIAs, and broker-dealers across equities, fixed income, and alternative assets. Advisers can access multiple actively managed strategies within a single SMA, enabling diversification across ETFs, mutual funds, and retirement accounts. The OnTarget Investing framework helps advisers set personalized benchmarks, track progress, and manage client expectations.

Headquartered in Bloomfield Hills, Michigan, the firm serves hundreds of financial firms nationwide and provides comprehensive back-office, service, and technology support to simplify platform integration. Founded in 1981, Flexible Plan Investments positions itself as an established provider of adaptive, risk-aware investment solutions for advisers, and in 2025 launched FlexDirex.

Find Flexible Plan Investments, Ltd. employees' phone numbers or email addresses

Flexible Plan Investments, Ltd. Global Highlights

Location
Employees

North America
160

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  • United States Of America
    160

South America
1

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  • Argentina
    1

Flexible Plan Investments, Ltd.'s Leadership

  • Vice President And Chief Compliance Officer at Flexible Plan Investments, Ltd.
    H. B.
    Vice President And Chief Compliance Officer
  • Vice President Broker Relations at Flexible Plan Investments, Ltd.
    W. S.
    Vice President Broker Relations
  • Owner at Flexible Plan Investments, Ltd.
    B. W.
    Owner
  • Managing Director Alternatives at Flexible Plan Investments, Ltd.
    D. B.
    Managing Director Alternatives
  • Director Of Investments at Flexible Plan Investments, Ltd.
    J. F.
    Director Of Investments
  • Director at Flexible Plan Investments, Ltd.
    K. J.
    Director
  • Internal Sales Manager at Flexible Plan Investments, Ltd.
    C. W.
    Internal Sales Manager
  • Advisor Administration Manager at Flexible Plan Investments, Ltd.
    B. V.
    Advisor Administration Manager

Flexible Plan Investments, Ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Engineering
  • Information Technology
  • Legal
  • Other
  • Consultant

Contact profiles from Flexible Plan Investments, Ltd.

Name
Title
Contact
Location
Last Update
  • Marketing Coordinator And Confirmation at Flexible Plan Investments, Ltd.
    C. B.
    Marketing Coordinator And Confirmation
    Oct 17, 2024
  • Einkorn at Flexible Plan Investments, Ltd.
    C.
    Einkorn
    Oct 23, 2024
  • Internal Sales Assistant at Flexible Plan Investments, Ltd.
    D. A.
    Internal Sales Assistant
    Oct 16, 2024
  • Broker Administration Specialist at Flexible Plan Investments, Ltd.
    J. L.
    Broker Administration Specialist
    Oct 23, 2024
  • Sales at Flexible Plan Investments, Ltd.
    J. T.
    Sales
    Oct 16, 2024
  • Client Service Representative at Flexible Plan Investments, Ltd.
    J. M.
    Client Service Representative
    Apr 16, 2025
  • Teacher at Flexible Plan Investments, Ltd.
    P. W.
    Teacher
    Oct 17, 2024
  • Research Associate at Flexible Plan Investments, Ltd.
    T. P.
    Research Associate
    Oct 22, 2024
  • Trading Specialist at Flexible Plan Investments, Ltd.
    B. M.
    Trading Specialist
    Aug 30, 2026

Frequently Asked Questions

What is Flexible Plan Investments, Ltd. known for?

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Flexible Plan Investments, Ltd. was founded in 1981 and operates in the Financial Services industry. You can contact Flexible Plan Investments, Ltd.'s main corporate office by phone at . Explore Flexible Plan Investments, Ltd.'s company overview page for more information.

What is Flexible Plan Investments, Ltd.'s most common email format?

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Flexible Plan Investments, Ltd. employees' email format typically follows the pattern of FLast@flexibleplan.com. Trying to find reliable and up-to-date employee contact data? Find more Flexible Plan Investments, Ltd. email formats with LeadIQ.

How many employees does Flexible Plan Investments, Ltd. have currently?

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Flexible Plan Investments, Ltd. has approximately 87 employees as of August 2026. These team members are located across 2 continents, including North America and South America.

Who are Flexible Plan Investments, Ltd.'s key employees and leadership?

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As of August 2026, Flexible Plan Investments, Ltd.'s key employees include:

  • Vice President And Chief Compliance Officer: H. B.
  • Vice President Broker Relations: W. S.
  • Owner: B. W.
  • Managing Director Alternatives: D. B.
  • Director Of Investments: J. F.

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