Corporate Counsel · Flexible Plan Investments LTD
Sean M. Burke
CRD 7698811 · 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 Sean M. Burke on its Form ADV as Corporate Counsel.
Firms and roles
- Flexible Plan Investments LTDCorporate CounselAsset manager · Bloomfield Hills, MI · $1.5B in regulatory assets
AtlasMembers
Sean’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
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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
- Michelle M. HigginsChief Operating Officer, Flexible Plan Investments LTD
- Rukshan S. FernandoChief Financial Officer, Flexible Plan Investments LTD
1 more person named with Sean 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 Sean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.