Jerry Charles Wagner
Chief Executive Officer at Flexible Plan Investments Ltd.
Jerry Charles Wagner active positions
| Companies | Position | Start | End |
|---|---|---|---|
Flexible Plan Investments Ltd.
 Flexible Plan Investments Ltd. Investment ManagersFinance 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. | Chief Executive Officer | 01/02/1981 | - |
| Founder | 01/02/1981 | - | |
| Portfolio Manager-Equities | 01/02/1981 | - | |
| President | 01/02/1981 | - |
Career history of Jerry Charles Wagner
Former positions of Jerry Charles Wagner
| Companies | Position | Start | End |
|---|---|---|---|
Sosnowy Investment Management Co.
 Sosnowy Investment Management Co. Investment ManagersFinance 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. | Analyst-Equity | - | 12/06/2009 |
| Chief Investment Officer | - | 12/06/2009 | |
| Portfolio Manager-Equities | - | 12/06/2009 | |
| President | - | - |
Training of Jerry Charles Wagner
| Michigan State University | Masters Business Admin |
| University of Michigan | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| President | 2 |
| Analyst-Equity | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Sosnowy Investment Management Co.
Sosnowy Investment Management Co. Investment ManagersFinance 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. | Finance |
Flexible Plan Investments Ltd.
Flexible Plan Investments Ltd. Investment ManagersFinance 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. | Finance |
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