Jerry C. Wagner

FLEXIBLE PLAN INVESTMENTS LTD

BLOOMFIELD HILLS, MI 48302

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CRD#: 1920032

Professional summary

Jerry Charles Wagner is a registered financial advisor currently at FLEXIBLE PLAN INVESTMENTS LTD located in Bloomfield Hills, Michigan.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jerry has worked at 1 firm and has passed the Series 65, Series 63, Series 2, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Charles Wagner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 1, 1993 - Present

FLEXIBLE PLAN INVESTMENTS LTD

Office #1: 3883 Telegraph Road Suite 100, Bloomfield Hills, MI 48302

RIA

CRD#: 110762

BLOOMFIELD HILLS, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FLEXIBLE PLAN INVESTMENTS LTD

CRD#: 110762 / SEC#: 801-21073

RIA

Registered Investment Advisory firm - (4/12/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(11/30/2009)

IAR

Texas
(1/1/1993)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/27/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/4/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 2

Date: 10/21/1992

Non-Member General Securities Examination

General Industry/Product Exam

Series 22

Date: 5/18/1992

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 4/15/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FLEXIBLE PLAN INVESTMENTS LTD

CRD#: 110762 / SEC#: 801-21073

RIA

Registered Investment Advisory firm - (4/12/1984 Approved)

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Contact information

Main Address

3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432

Mailing Address

Phone number

(800) 347-3539

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (6/10/2025)

Regulatory assets under management

Total Number of Accounts	12,557
AUM (Assets Under Management)	$ 1,536,363,862

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jerry C. Wagner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Charles Wagner's CRS (Customer Relationship Summary).

Certified licenses

Experience

Primary Firm SEC Registration

FLEXIBLE PLAN INVESTMENTS LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/1992

Series 63

Date: 3/4/1992

Series 2

Date: 10/21/1992

Series 22

Date: 5/18/1992

Series 6

Date: 4/15/1992

Current Firm

FLEXIBLE PLAN INVESTMENTS LTD

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FLEXIBLE PLAN INVESTMENTS LTD

TRUST BUT VERIFY

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