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 61 - 70 of 162 top financial advisors.
61
Gerald M. Kleber
CRD#: 4171700
3 Pointe Drive, Suite 301, Brea, CA 92821

Gerald Kleber (CRD# 4171700) is an Investment Advisor Representative working at The Ameriflex Group in Brea, CA and has over 23 years of experience in the finance industry.

62
Keith T. Klein
CRD#: 2632615
60 East Rio Salado Parkway, Suite 900, Tempe, AZ 85281

Keith Klein (CRD# 2632615) is an Investment Advisor Representative working at The Ameriflex Group in Tempe, AZ and has over 28 years of experience in the finance industry.

63
Henry C. Kochan
CRD#: 1622084
Longboat Key, FL

Henry Kochan (CRD# 1622084) is an Investment Advisor Representative working at The Ameriflex Group in Longboat Key, FL and has over 26 years of experience in the finance industry.

64
Brian P. Kozak
CRD#: 4127867
2716 13th Street, Columbus, NE 68601

Brian Kozak (CRD# 4127867) is an Investment Advisor Representative working at The Ameriflex Group in Columbus, NE and has over 24 years of experience in the finance industry.

65
Jesse A. Kurrasch
CRD#: 6067701
8485 W. Sunset Road, Suite 204, Las Vegas, NV 89113

Jesse Kurrasch (CRD# 6067701) is an Investment Advisor Representative working at The Ameriflex Group in Las Vegas, NV and has over 10 years of experience in the finance industry.

66
Chad A. Leigh
CRD#: 2616381
7009 S. Potomac St., Suite 101, Centennial, CO 80112

Chad Leigh (CRD# 2616381) is an Investment Advisor Representative working at The Ameriflex Group in Centennial, CO and has over 23 years of experience in the finance industry.

67
James R. Lingelbach
CRD#: 1917218
4225 Executive Square, Suite 600, La Jolla, CA 92037

James Lingelbach (CRD# 1917218) is an Investment Advisor Representative working at The Ameriflex Group in La Jolla, CA and has over 33 years of experience in the finance industry.

68
John Lutz
CRD#: 1154888
7777 Alvarado Rd., Suite 314, La Mesa, CA 91942

John Lutz (CRD# 1154888) is an Investment Advisor Representative working at The Ameriflex Group in La Mesa, CA and has over 36 years of experience in the finance industry.

69
Joseph J. Lutz
CRD#: 2529263
7777 Alvarado Rd., Suite 314, La Mesa, CA 91942

Joseph Lutz (CRD# 2529263) is an Investment Advisor Representative working at The Ameriflex Group in La Mesa, CA and has over 29 years of experience in the finance industry.

70
Tad M. Lyle
CRD#: 2005428
116 Iverness Dr. E, Suite 275, Englewood, CO 80112

Tad Lyle (CRD# 2005428) is an Investment Advisor Representative working at The Ameriflex Group in Englewood, CO and has over 24 years of experience in the finance industry.

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