Mike AckermanMike Ackerman
Regional Business Consultant

800-347-3539 x 2
Cell: 919-624-6277

Territories: Alabama, Kentucky, North Carolina, South Carolina, and Southern Virigina

Years in industry: 28

Education: Bachelor’s degree from Wagner College

Mike has more than 27 years of experience in the financial-services industry. He started his career as an intern at E.F. Hutton & Co. and then served as a technical analyst for Smith Barney Shearson. He has also served as a resource to financial advisers and clients in his roles as regional director of John A. Levin & Co. and as senior vice president, regional director of The Roosevelt Investment Group Inc. Before joining Flexible Plan Investments, Mike was a financial adviser with Valic Financial Advisors, where he assisted his clients in creating sound financial plans as they prepared for a successful retirement.

Having long believed that "personal service does make a difference," Mike continually works with advisers and clients closely to understand their needs in order to find appropriate, customized solutions. Mike holds the FINRA Series 7, 63, and 65 licenses, as well as multiple state insurance and life & health designations.



DEDICATED INTERNAL SALES TEAM

Provide advisors with document assistance, identify portfolio options for advisors and their clients, and offer regular webinars and seminars to help advisors build their practices


Chris Noechel
Internal Business Consultant
248-642-6640 Ext. 204
sales@flexibleplan.com

Chris has been part of the Flexible Plan team since 2018.

Contact Chris to schedule a meeting with Mike.
Barb Valenzuela
Advisor Administration Manager
248-642-6640 Ext. 171
bvalenzuela@flexibleplan.com

Barb has been part of the Flexible Plan team since 2000.

Contact Barb for answers on investment platforms and their required paperwork for new client accounts.
Laurie McGuire
Office Manager
248-642-6640 Ext. 131
clientservices@flexibleplan.com

Laurie has been part of the Flexible Plan team since 1993.

Contact Laurie if you have service or billing questions about your existing client accounts.