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Central Mountain
Nick Werthman, CIMA
  • Regional Business Consultant
  • 800-347-3539 x 2
  • Direct: 630-234-1403
  • nwerthman@flexibleplan.com
  • Territories: Colorado, Illinois, Missouri, Nevada, New Mexico, Utah
Years in industry: 10+ years
Education: Degree in Economics from Michigan State University with a minor in Finance

Nick Werthman has over 10 years of experience in the financial-services industry. He has worked as an internal and external wholesaler for several companies, including Advisors Asset Management and Harbor Capital Advisors. Before coming to Flexible Plan Investments, Nick worked as a regional sales consultant at Advisors Asset Management in both the Midwest and New England.

Nick focuses on a consultative approach to relationship-building to best determine the needs of advisers and their clients. He prides himself on being a trusted resource for the advisers he works with and looks forward to building relationships here at Flexible Plan Investments.

Nick lives in East Lansing, Michigan, with his wife. He is an avid golfer and loves anything related to sports. He considers himself an outdoorsman and greatly enjoys exploring northern Michigan.

DEDICATED INTERNAL SALES TEAM

The internal teams provide advisers with document assistance, identify portfolio options for advisers and their clients, and offer regular webinars and seminars to help advisers build their practices.

Mitch
Mitch Hilton
Schedule a meeting

Mitch has been part of the Flexible Plan team since 2021.

Loren
Loren Appold

Loren has been part of the Flexible Plan team since 2022.

Support
Jennifer
Jennifer Thompson

Contact Jennifer for assistance with broker-dealer changes, commission reports, third-party software download requests, or strategy changes.

Jennifer has been part of the Flexible Plan team since 2005.

Barb
Barb Valenzuela

Contact Barb for answers on investment platforms and their required paperwork for new client accounts.

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

Laurie
Laurie McGuire

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

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