Adviser and broker representative · Flexible Plan Investments Ltd.
Adam S. Radin
CRD 4670275 · Bloomfield Hills, MI
At a glance
Adam S. Radin is an investment adviser representative with Flexible Plan Investments Ltd. in Bloomfield Hills, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adam’s SEC record dates to 2003, about 23 years ago. Adam is also registered as a broker representative.
Current advisory firm
- Flexible Plan Investments Ltd.Since May 2026Bloomfield Hills, MI · $1.5B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Adam’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Flexible Plan Investments Ltd.
- Christopher S. NoechelBloomfield Hills
- Carl R. ResnickBloomfield Hills
- Jordan RomanBloomfield Hills
- Jerry C. WagnerBloomfield Hills
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