People

Jerry Wagner

Jerry Wagner

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Jerry
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Jerry Wagner is the Founder and President of Flexible Plan Investments, a leading investment firm based in Bloomfield Hills, Michigan. He is well-known for pioneering the application of technology and hedge fund investing techniques to individual investing and risk management. Wagner has over 40 years of extensive experience in the investment management industry. He has been active in market analysis, designing methodologies, and management of personal investment portfolios since 1969.

Professional Experience


Academic History

CURRENT APPOINTMENTS


LEGAL CAREER

  • Wagner was a practicing tax and securities attorney.
  • He was a shareholder and head of the tax and securities law department of Clark, Hardy, Lewis, Pollard & Page, P.C.
  • He was a partner in the law firm of Dahlberg, Mallender & Gawne.


PUBLICATIONS