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ZT

Zachary L. Thorngate

FLEXIBLE PLAN INVESTMENTS LTD
BLOOMFIELD HILLS, MI 48302-1432
Some features on this profile are disabled
CRD#: 7637920
ZT
Zachary Lawrence ThorngateFLEXIBLE PLAN INVESTMENTS LTD

Professional summary

Zachary Lawrence Thorngate, who also goes by Zach Thorngate, Zachary Thorngate, is a registered financial advisor currently at FLEXIBLE PLAN INVESTMENTS LTD located in Bloomfield Hills, Michigan.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Zachary has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Zach Thorngate | Zachary Thorngate

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 Zachary Lawrence Thorngate'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

July 21, 2026 - Present

FLEXIBLE PLAN INVESTMENTS LTD

Office #1: 3883 Telegraph Rd Ste 100, Bloomfield Hills, MI 48302-1432
RIA
CRD#: 110762
BLOOMFIELD HILLS, MI
Past

January 6, 2025 - April 17, 2025

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

November 22, 2022 - October 21, 2024

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
GROSSE POINTE, 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".
FP
FLEXIBLE PLAN INVESTMENTS LTD
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
(7/21/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/11/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/7/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/6/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/22/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/21/2022
Securities Industry Essentials Examination

Current Firm

FP
FLEXIBLE PLAN INVESTMENTS LTD
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
79

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 Accounts12,557
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.

Company Information

FLEXIBLE PLAN INVESTMENTS LTD

CRD#: 110762Bloomfield Hills, MI 48302-1432

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