The Ameriflex Group

The Ameriflex Group (CRD# 305585) is a financial advisory firm headquartered in Las Vegas, NV. They manage $6,522,387,220 in 16,327 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,522
    MILLION
  • Total Number of Accounts
    16,327
    ACCOUNTS
  • Average Account Value
    $399,485
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at The Ameriflex Group
Showing 1 - 10 of 161 top financial advisors.
1
Steven A. Addison
CRD#: 4997781
118 E. Front Street, P.o. Box 729, Sikeston, MO 63801

Steven Addison (CRD# 4997781) is an Investment Advisor Representative working at The Ameriflex Group in Sikeston, MO and has over 18 years of experience in the finance industry.

2
Brent R. Anderson
CRD#: 4823
128 E. Carrillo St., Santa Barbara, CA 93101

Brent Anderson (CRD# 4823) is an Investment Advisor Representative working at The Ameriflex Group in Santa Barbara, CA and has over 25 years of experience in the finance industry.

3
Jeffrey S. Ballek
CRD#: 2361063
2551 Grey Eagle Dr., Woodbury, MN 55129

Jeffrey Ballek (CRD# 2361063) is an Investment Advisor Representative working at The Ameriflex Group in Woodbury, MN and has over 30 years of experience in the finance industry.

4
Matthew A. Bartz
CRD#: 5165117
9150 E Costilla Ave, Suite 603, Greenwood Village, CO 80112

Matthew Bartz (CRD# 5165117) is an Investment Advisor Representative working at The Ameriflex Group in Greenwood Village, CO and has over 17 years of experience in the finance industry.

5
David L. Bear
CRD#: 5676389
9250 S Costilla Ave, Suite 603, Greenwood Village, CO 80112

David Bear (CRD# 5676389) is an Investment Advisor Representative working at The Ameriflex Group in Greenwood Village, CO and has over 14 years of experience in the finance industry.

6
Andrew C. Blunt
CRD#: 4218755
789 Sherman Street, Suite 550, Denver, CO 80203

Andrew Blunt (CRD# 4218755) is an Investment Advisor Representative working at The Ameriflex Group in Denver, CO and has over 23 years of experience in the finance industry.

7
Matthew R. Bonadona
CRD#: 4917605
8144 Walnut Hill Lane, Suite 1100, Dallas, TX 75231

Matthew Bonadona (CRD# 4917605) is an Investment Advisor Representative working at The Ameriflex Group in Dallas, TX and has over 14 years of experience in the finance industry.

8
Raz Bracha
CRD#: 6884352
3 Pointe Drive, Suite 302, Brea, CA 92821

Raz Bracha (CRD# 6884352) is an Investment Advisor Representative working at The Ameriflex Group in Brea, CA and has over 5 years of experience in the finance industry.

9
Doyle H. Brown
CRD#: 723274
6121 Lakeside Drive, Suite 128, Reno, NV 89511

Doyle Brown (CRD# 723274) is an Investment Advisor Representative working at The Ameriflex Group in Reno, NV and has over 40 years of experience in the finance industry.

10
Kevin A. Brown
CRD#: 1538775
5951 Jefferson Ct., Suite D, Albuquerque, NM 87109

Kevin Brown (CRD# 1538775) is an Investment Advisor Representative working at The Ameriflex Group in Albuquerque, NM and has over 37 years of experience in the finance industry.

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