The AmeriFlex Group®: Continues Affiliation Model with 12th Affiliated California Office
Timothy G. Redmond, CFP®, AIF®, CKA® of Orange County, CA partners with The AmeriFlex Group®
The AmeriFlex Group®: Continues Growth of Affiliation Model with Reno, Nevada Office
Enid A. Oliver, ChFC®, CLTC®, Rick Wickes, CFP®, AAMS® and Joey Mecham, CLTC® partner with The AmeriFlex Group®
The AmeriFlex Group®: Continues Growth of Affiliation Model with Denver, Colorado Office
Andrew Blunt, CFP®, AAMS, Heather Litz Pacheco, CFP®, AAMS, and Dean Dowson of Denver partner with The AmeriFlex Group® Las Vegas, NV April 29, 2020
The AmeriFlex Group®: Continues Affiliation Model with Carlsbad, California Office
Scott Chelberg, CFP® partners with The AmeriFlex Group®
The AmeriFlex Group®: Continues Expansion with Second Affiliated Denver Office
Timothy McConnell, CLU®, ChFC® and Brian McConnell of Denver join The AmeriFlex Group®
The AmeriFlex Group® Continues Affiliation Model with Anthony Barrese Asset Management, NY Office
Anthony Barrese and Steve Smith partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of Transitional Wealth Planners...
The AmeriFlex Group® Continues Affiliation Model with Robert Peller, CPA, MBA and Peller Wealth Management
Las Vegas, NV – The AmeriFlex Group is pleased to announce that Robert Peller and his firm, Peller Wealth Management, have officially affiliated with the organization, effective March 2, 2026....
The AmeriFlex Group® Secures Strategic Minority Investment from Cambridge
Las Vegas-Based Hybrid to Use Funds to Support Expansion of its SuccessionFully® Platform Investment to Accelerate National Launch and Strengthen the Holistic Succession Planning Tool, Reinforcing Firm’s Position as an...
The AmeriFlex Group® Welcomes 11 Advisors Representing over $1 Billion in Client Assets During Second Half of 2025
Partnership with Cambridge Enables Further Development of SuccessionFully® and Reinforces Firm’s Position as Industry’s Premier Succession Resource LAS VEGAS, Dec. 16, 2025 / — The AmeriFlex Group® (or “the firm”),...
The AmeriFlex Group® Continues Affiliation Model With Next Level Investor’s Redding, CA Office
Lewis Chamberlain and Rowan Chamberlain partner with The AmeriFlex Group® Las Vegas, NV – We are excited to share the great news that Lewis Chamberlain and his daughter, Rowan Chamberlain,...
The AmeriFlex Group Welcomes First RIA-Only Advisor Following Broker-Dealer Transition
Las Vegas, NV – The AmeriFlex Group announced the affiliation of its first RIA-only advisor under its newly expanded affiliation model. This milestone follows the firm’s recent broker-dealer change, which...
The AmeriFlex Group® Welcomes Jacob Reid and Capital Insight Financial Group to its Hybrid RIA from Osaic
Firm Continues Affiliation Model as New Partnership with Cambridge Enhances its Flexibility and Service Offerings LAS VEGAS, Sept. 29, 2025 /PRNewswire/ — The AmeriFlex Group® (“the firm”), a rapidly growing,...
Wealth Managers Must be Prepared to Discuss the Downside of Lower Rates
InvestmentNews / By Gregg Greenberg
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