News & Information

AmeriFlex Reaches $11.5B Milestone as 2024 Provides Strong Growth

Steve Randall / Investment News – The firm added 16 advisors managing $1.9 billion in the first quarter.

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The AmeriFlex Group® Continues Affiliation Model with ERSI Wealth Management’s $400MM Centennial, CO Office

Stephen Brubaker, CFP®, AIF®, CLU® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners. Specializing in providing Financial Planning...

The AmeriFlex Group® Continues Affiliation Model with $51MM Dallas, TX Office

Robert Rinker, John Mark Prewitt, Matthew Bonadona and Paul Skillestad partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of transitional wealth planners....

The AmeriFlex Group® Welcomes $93 Million in AUA with MBA Capital Advisors and Ballek Wealth Management

Drew Santibanez, David Hehn, Richard Holtan, and Jeff Ballek partner with The AmeriFlex Group® with offices in Las Vegas, NV and Woodbury, MN Las Vegas, NV – The AmeriFlex Group®...

The AmeriFlex Group® Continues Affiliation Model With The Platinum Wealth Group

Bob Bleier, CPFA®, Lisa Capizzi, CPA®, Chuck Constantino, Christine Lane, AIF®, Jessica Ferrindino, CFP®, CDFA®, Nicole Harding, CFP®, and Tonya Wester, AIF® partner with The AmeriFlex Group® Las Vegas, NV...

The AmeriFlex Group Breaks Record with 60 Recruits, $2.75B in Assets in 2023

Ali Hibbs / WealthManagment.com – Ending last year on a high note, the self-styled ‘home for hybrids’ reached $9.5 billion in assets and launched an acquisition-focused OSJ model.

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The AmeriFlex Group® Continues Affiliation Model With Casper, Wyoming Office

Kelli Carmichael, CLU, CRPC and Kendall Bryce, CRPC partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners. With combined...

Osaic-Affiliated Hybrid Lands Two Teams with Nearly $500m in AUM

Payton Guion / Citywire RIA – The AmeriFlex Group, an Osaic affiliate, has added The Meckenstock Group and another advisor team.

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The AmeriFlex Group® Continues Affiliation Model With Hays, Kansas Based Firm

The Meckenstock Group partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded its network of Transitional Wealth Planners. The Meckenstock...