Cole
Misuraca
Flexible Plan Investments LTD
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About this Advisor
Cole Misuraca is a financial advisor based in Bloomfield Hills, Michigan, working with Flexible Plan Investments LTD. Cole has previously held positions at Equitable Advisors LLC, Western Golf And Country Club, Oakland University Academic Success Center, United Wholesale Mortgage, Dairy Queen, Grosse Pointe Yacht Club - Harbor Side Grill, Lutheran High School North, Flexible Plan Investments, and Ceros Financial Services. Cole has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Cole is part of Flexible Plan Investments LTD, which operates out of Bloomfield Hills, Michigan. The firm has 84 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and publication of newsletters. The fee structure at Flexible Plan Investments LTD includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flexible Plan Investments LTD Brokerage Details
$1,420,533,938
84
13,703
$103,666
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
Cole Misuraca Work History
Flexible Plan Investments
Ceros Financial Services
Equitable Advisors LLC
Western Golf And Country Club
United Wholesale Mortgage
Oakland University Academic Success Center
Grosse Pointe Yacht Club - Harbor Side Grill
Dairy Queen
Lutheran High School North
Disclosures
Please visit the SEC profile of Cole Misuraca 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
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
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