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Christopher Scott Noechel

Investment adviser representative at Flexible Plan Investments Ltd
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Ceros Financial ServicesJan 2025 to now
  2. Flexible Plan Investments LtdFeb 2020 to now
  3. Flexible Plan InvestmentAug 2018 to now
  4. Citizens Securities, IncNov 2017 to Aug 2018
  5. Citizens BankOct 2016 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019
  • Series 63 · Uniform Securities Agent State Law2025

State registrations

Registered as an investment adviser representative in 1 state (MI).

Flexible Plan Investments Ltd

$1.5BAssets managed
9,144Clients
5Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4525589
Firm CRD
110762
Advisor's SEC record (opens in a new tab)
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