Chief Financial Officer · Flexible Plan Investments LTD
Rukshan S. Fernando
CRD 7890812 · Named on Form ADV at one SEC-registered adviser
At a glance
Flexible Plan Investments LTD, an SEC-registered asset manager based in Bloomfield Hills, MI with $1.5 billion in regulatory assets, lists Rukshan S. Fernando on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Flexible Plan Investments LTDChief Financial OfficerAsset manager · Bloomfield Hills, MI · $1.5B in regulatory assets
AtlasMembers
Rukshan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Jerry C. WagnerCEO, Flexible Plan Investments LTD
- Renee TothShareholder, Flexible Plan Investments LTD
- Gregory M. SmithChief Compliance Officer, Flexible Plan Investments LTD
- Sean M. BurkeCorporate Counsel, Flexible Plan Investments LTD
- Michelle M. HigginsChief Operating Officer, Flexible Plan Investments LTD
1 more person named with Rukshan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rukshan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.