Flexible Plan Investments Ltd
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 110762
- SEC number
- 801-21073
- Firm type
- RIA
- Assets under management
- $1.5B as of Mar 31, 2026
- Website
- quantifiedfunds.com ↗
- Phone
- 800-347-3539
- Address
- 3883 Telegraph Rd, Bloomfield Hills, MI, 48302-1432
Advisors at this firm
5 in our index · page 1 of 1
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Christopher Scott NoechelCRD 4525589 · Bloomfield Hills, MIIA RegisteredBrokerDisclosure event(s) on record
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Carl Richard ResnickCRD 1912294 · Bloomfield Hills, MIIA RegisteredBroker
-
Adam Scott RadinCRD 4670275 · Clearwater, FLIA RegisteredBroker
-
Jordan RomanCRD 7902992 · Bloomfield Hills, MIIA RegisteredBroker
-
Jerry Charles WagnerCRD 1920032 · Bloomfield Hills, MIIA Registered
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 110762 ↗
FINRA BrokerCheck record for firm CRD 110762 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.