The AmeriFlex Group® Continues Affiliation Model With Santa Barbara, CA Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Joan Rothenberg, CFP® partners with The AmeriFlex Group® Las Vegas,
The AmeriFlex Group® Continues Affiliation Model With Edison, NJ Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Adam Kazalski, ChFC® partners with The AmeriFlex Group® Las Vegas,
The AmeriFlex Group® Announces The Payout Of More Than $8 Million To Nine Seasoned Financial Advisors As Part Of SuccessionFlex™
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Innovative Succession Planning Program Offers Advisors Contemplating Retirement Within Five
The AmeriFlex Group® Continues Affiliation Model With Huntington Beach, CA Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Boris Castillo, CFP®, CFA® partners with The AmeriFlex Group®
The AmeriFlex Group® Continues Affiliation Model With Woodland Hills, CA Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Shannon Drobny partners with Monarch Wealth® and The AmeriFlex Group®
Announcing Successful Launch of the West Denver, CO Chapter of The W Source
The AmeriFlex Group® actively attracts and supports our female financial advisors. The W Source is our signature offering to help our female advisors build a durable stream of referrals.
The AmeriFlex Group® Releases New Book “Your Transitional Wealth Planner”
The AmeriFlex Group’s® President and CEO Outlines Transitional Wealth Planning Benefits for Clients and Advisors in New Book
The AmeriFlex Group® Continues Affiliation Model With Marlton, NJ Office
Brett Straub, CFP®, RICP®, CLU®, ChFC® and Stephanie Wade, AIF®, RICP® partner with The AmeriFlex Group®
The AmeriFlex Group® Welcomes Three Independent Wealth Management Practices Overseeing $721 Million to its Rapidly Growing Hybrid RIA
The addition of these advisors and practices brings The AmeriFlex Group’s total assets under administration to more than $5.6 billion. This expansion builds on the AmeriFlex Group’s recent momentum in California and the Mountain Western region.
The Broker-Dealer Relationship At The Center Of Hybrid RIAs
Wealth Solutions Report / By: Thomas Lee
...The AmeriFlex Group® Continues Affiliation Model with $170MM Amherst, NY Office
Murray Richardson, BFA™, partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with...
The AmeriFlex Group® Adds More than $1.7 Billion in Total Client Assets in First Half 2026
LAS VEGAS, July 7, 2026 — The AmeriFlex Group® (or “the firm”), an advisor-owned hybrid RIA recognized for its planning-first approach and succession solutions, today announced it has welcomed 18...
The AmeriFlex Group® Continues Affiliation Model with $98MM Rochester, NY Office
David Young, CPA, and Michael Linkey, partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional...
The AmeriFlex Group® Continues Affiliation Model with $138MM Portsmouth, NH Office
John Caggiano, LUTCF, ChFC®, partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners...
The AmeriFlex Group® Continues Affiliation Model with $100MM RIA-Only Folsom, CA Office
Melissa Yano, CFP®, CExP®, Partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Advisors with the...
The AmeriFlex Group® Continues Affiliation Model with $299MM Lubbock, TX Office
Mark Wolfe, CRPC®, and Luke Ford partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional...
Founders Should Plan A Legacy, Not Simply An Exit
Wealth Solutions Report / By Larry Roth, Joe Kuo, Julius Buchanan And Thomas Lee
...How advisors expand ‘wallet share’ when growing market share gets tough
InvestmentNews / By Gregg Greenberg
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