Jerry Charles Wagner

Flexible Plan Investments Ltd. (FPI) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Jerry C. Wagner in 1981. FPI provides investment advisory services to individuals, high net worth individuals, investment companies including mutual funds, corporate pension and profit-sharing plans, charitable organizations, state or municipal government entities, not for profit organizations, trusts, corporations and other businesses.

Founded by John Sosnowy, Sosnowy Investment Management Company (SIMCO) is a registered investment advisor firm located in Bloomfield Hills, Michigan. They manage money for individuals, corporations, retirement plans, foundations and trusts.