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Jerry Charles Wagner

Flexible Plan Investments Ltd

Bloomfield Hills, MI

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Current Employers
Flexible Plan Investments Ltd

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2009-11-30
TX RA APPROVED_RES 1993-01-01
  • MI RA
    APPROVED
    Since 2009-11-30
  • TX RA
    APPROVED_RES
    Since 1993-01-01

Branch Locations

3883 Telegraph Road Suite 100, Bloomfield Hills, MI 48302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Flexible Plan Investments, Ltd Bloomfield MI 02/1981 Present
Wagner & Associates, P.C. Bloomfield Hills MI 12/1988 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-04-27
S63 Uniform Securities Agent State Law Examination 1992-03-04
  • S65 Uniform Investment Adviser Law Examination
    1992-04-27
  • S63 Uniform Securities Agent State Law Examination
    1992-03-04

View on SEC IAPD

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