Jeff Omdahl joins Flexible Plan Investments, Ltd.
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Samantha Echols, Marketing Associate
Flexible Plan Investments, Ltd.
(248) 642-6640, ext. 165

Jeff Omdahl joins Flexible Plan Investments, Ltd. as Western Divisional Sales Manager

Jeff OmdahlBloomfield Hills, MI – May 28, 2014 – Flexible Plan Investments, Ltd., a leading provider of dynamic risk-managed investment solutions, is pleased to announce that Jeff Omdahl has joined the firm as Western Divisional Sales Manager. Mr. Omdahl will be responsible for overseeing all sales activities in the Western Region, including training and presentations.

“Jeff is a great addition to the Sales team. He brings a wealth of industry knowledge and experience to the firm,” said Jerry C. Wagner, President & Founder of Flexible Plan.

“I am thrilled to join the Flexible Plan team,” says Mr. Omdahl. “The need for active money management as we live in the most volatile times is important because true active management is really risk management or the attempt to reduce significant losses in portfolios. Flexible Plans has been a leader in risk management and the need for these services are great. I look forward to continuing this story for many years to come.”

Mr. Omdahl comes to Flexible Plan from ProFund Advisors. While at ProFunds, he was part of a team that developed the sector funds that ProFunds currently offers. There he was responsible for all sales activities of mutual funds and ETFs in the Western Region. Prior to his tenure at ProFunds, he was the Western Regional Sales Manager for Rydex. Mr. Omdahl oversaw unprecedented growth in the West and one of his main focuses was to develop relationships with Schwab and Fidelity.

Mr. Omdahl holds a Bachelor’s Degree in Finance from Brigham Young University and an MBA from Golden Gate University, along with attending the Wharton School of Business’s Sales Executive Program. Mr. Omdahl has been in the securities business for over 25 years and currently resides in Santa Barbara, CA with his wife and four daughters.

About Flexible Plan Investments, Ltd.:

Established in 1981, Flexible Plan Investments, Ltd. invests over $1.7 billion in assets for clients in its separately managed account business (as of 12/31/13). As a founding member of the National Association of Active Investment Managers (NAAIM), Flexible Plan, a turnkey asset management program (TAMP) provider, is one of the trade association’s largest and oldest active money managers. The company’s mission is to provide investors with competitive returns, while reducing risk through the use of dynamic risk management, strategic diversification, and cutting-edge technology and support services. For more information, visit

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Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Read More...