Christopher
Noechel

Flexible Plan Investments LTD

CRD#4525589
Investment Advisor
in Bloomfield Hills, MI

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About this Advisor

Christopher Noechel is a financial advisor based out of Bloomfield Hills, Michigan with 3 years of relevant experience. Noechel is on the advisory team at Flexible Plan Investments LTD. Their career trajectory has included roles at Citizens Bank, Oakland University, Health Source Home Health Care, Lowes and Citizens Securities, Inc. Noechel holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Flexible Plan Investments LTD is a financial advisory business operating out of Bloomfield Hills, MI. It controls $2 billion in assets between its 16,052 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 22 charities and foundations. Of its 16,052 client accounts, just 13% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm has a wide set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, publication of newsletters and security rating services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Flexible Plan Investments LTD can consist of some blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Security ratings or pricing services

Fee Structure

Percentage of Assets, Others

Office Location

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

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Flexible Plan Investments LTD Brokerage Details

Total Assets Under Management

$1,564,181,995

MI Average: $943,424,332
Total Number of Employees

93

MI Average: 21
Total Number of Accounts

16,052

MI Average: 1,586
Average Account Size

$97,445

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Security ratings or pricing services

Christopher Noechel Work History

Christopher has been registered as a financial advisor for 3 years.*

2017 - Present (7 years)

Citizens Bank

2017 - Present (7 years)

Citizens Securities, Inc

2016 - 2017 (1 year)

Citizens Bank

2015 - 2015 (< 1 year)

Health Source Home Health Care

2013 - 2015 (2 years)

Oakland University

2011 - 2013 (2 years)

Lowes

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Noechel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Flexible Plan Investments LTD

Mary Jones
Bloomfield Hills, MI
Stephen Demetrovits
Bloomfield Hills, MI
Darrell Saathoff
Bloomfield Hills, MI
Nicolas Werthman
Bloomfield Hills, MI
Anna Kinsella
Bloomfield Hills, MI
Christopher Noechel
Bloomfield Hills, MI
Richard Carr
Bloomfield Hills, MI
Andrew Jabro
Bloomfield Hills, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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