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.
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.
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
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,
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
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
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
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.
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
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
...Sell-And-Stay Versus Sell-And-Leave Acquisitions
AdvisorHub / Jeff Nash, Founder & CEO, BridgeMark Strategies
...Welcome to the dog days of summer! Forget about that advisor-client golf game!
InvestmentNews / By Gregg Greenberg
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