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FLEXIBLE PLAN INVESTMENTS LTD

BLOOMFIELD HILLS, MI · CRD 110762 · IAPD ↗ · quantifiedfunds.com · 800-347-3539

$1.48BRegulatory AUM
5Advisory reps
68Employees
0Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2025 — FLEXIBLE PLAN INVESTMENTS LTD grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.