NW
Nicolas Werthman
from Flexible Plan Investments Ltd
Nicolas Werthman is a financial advisor based in Michigan, Bloomfield Hills,
with 11 years of experience. Nicolas currently works for
Flexible Plan Investments Ltd.
Nicolas maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Nicolas Werthman works at Flexible Plan Investments Ltd
Flexible Plan Investments Ltd is a financial advisory firm based in Bloomfield Hills, Michigan. It currently has approximately $1,564,181,995 of assets under management and employs about 93 people. Flexible Plan Investments Ltd uses a fee structure of a percentage of assets under your management and subscription fees annuity price center.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management and subscription fees annuity price center
Office location
3883 Telegraph Rd, Ste 100, Bloomfield Hills, Michigan, 48302
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