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
157

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  • United States Of America
    157

South America
1

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  • Argentina
    1

Flexible Plan Investments, Ltd.'s Leadership

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    H. B.
    Vice President And Chief Compliance Officer
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    W. S.
    Vice President Broker Relations
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    B. W.
    Owner
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    D. B.
    Managing Director Alternatives
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    J. F.
    Director Of Investments
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    K. J.
    Director
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    G. N.
    Lead Research Systems Developer
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    C. W.
    Internal Sales Manager
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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 Info
Location
Last Update
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    J. B.
    Regional Sales Manager
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    Oct 23, 2024
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    M. W.
    Office Manager
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    Oct 17, 2024
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    R. B.
    Portfolio Manager
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    Oct 23, 2024
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    A. K.
    Principal Business Data Analyst
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    Jun 27, 2026
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    A. O.
    Principal
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    Oct 18, 2024
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    D. F.
    Principal
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    Oct 18, 2024
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    A. R.
    Regional Business Consultant
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    Jun 25, 2026
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    B. E.
    Research Analyst Ii
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    Jul 01, 2026
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    T. H.
    It
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    Jul 15, 2026
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    B. R.
    Broker Administration Specialist
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    Oct 17, 2024

Frequently Asked Questions

What is Flexible Plan Investments, Ltd. known for?

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Flexible Plan Investments, Ltd. was founded in 1981 operates in the Financial Services industry; you can contact the 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 . 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 July 2026. These team members are located across 2 continents, including North AmericaSouth America.

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

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As of July 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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