The AmeriFlex Group® Continues Affiliation Model With Lebanon And Mt. Juliet, Tennessee Offices
Jeff McNaney and Lucas Dancy-Cabeal partner with The AmeriFlex Group® Las Vegas, NV October 27, 2023 – The AmeriFlex Group®, headquartered in Las Vegas, NV
The AmeriFlex Group® Continues Affiliation Model With Pennington, NJ Office
Christina Nash, CFP, Jodi Viaud, CFP and Bill Stolow, CFP partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their
The AmeriFlex Group® Continues Affiliation Model with Lubbock and Midland, TX Offices
Dennis Wall, Preston Tharp and Wade Cross of Intuitive Solutions, with offices in Lubbock and Midland, TX partner with The AmeriFlex Group® Las Vegas, NV
Recruitment Roundup: Dynasty, Cetera, Commonwealth, Oppenheimer And More
Chris Latham / Wealth Solutions Report
The AmeriFlex Group® Continues Affiliation Model with Williamsville, NY Office
Daniel Kautz & Jeffrey Buckley partner 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 Price, UT Office
Van Mays, CFP®, CDFA® Garrett Gibson, CRPC® Van Mays, CFP®, CDFA® and Garrett Gibson, CRPC® partners with The AmeriFlex Group® Las Vegas, NV – The
The AmeriFlex Group® is Now Home to over 100 Financial Advisors across 14 States, Overseeing $6.5 Billion in Client Assets
Innovative Programs like SuccessionFlex™ and AmeriFlex Premier+ Support the Advisor-Owned Hybrid RIA’s Sustained Growth Since Founding in July 2019 LAS VEGAS, June 27, 2023 — The AmeriFlex
The AmeriFlex Group® Continues Affiliation Model With Denver, CO Office
Greg Wikelius, CFP®, ChFC®, CLU® and Clarisa Hernandez, CFP®, ChFC®, CPFA
partner with The AmeriFlex Group®
The AmeriFlex Group® Surpasses 200 Partner Advisors
Fast-Growing Hybrid RIA Innovative Solutions-Focused Programs and Industry-Leading Succession Support Spurs Continued Growth Firm’s Total Assets Now Exceed $13 Billion LAS VEGAS, Aug. 20, 2024 — The AmeriFlex Group®, a rapidly growing, advisor-owned hybrid...
In Wealth Management, the Retirement Numbers Aren’t Adding Up
AdvisorHub / By Thomas Goodson
...The AmeriFlex Group Adds Another Team Member to Santa Barbara Flagship Office
8/13/24 Santa Barbara, CA The AmeriFlex Group, a national wealth advisory firm with deep roots in the greater Santa Barbara area, announced the addition of a new team member –...
The AmeriFlex Group Continues Affiliation Model with $76MM Willington and Avon, CT Offices
Carole-Lynn Saros, CPA, CFP® and Larry Kushner partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® (TAG), headquartered in Las Vegas, NV recently expanded their network of...
Advisors Weigh Impact of Republican Platform on Client Portfolios
InvestmentNews.com / By Gregg Greenberg
...An Investment in Women Is an Investment in the Future
Hannah Buschbom and Thomas Goodson / WealthManagement.com
...The AmeriFlex Group® Welcomes Shepherd Legacy Financial
Scott Shepherd and Jesse Shepherd partner with The AmeriFlex Group® Fort Wayne, IN based $110 million team is latest to join the fast-growing Hybrid-RIA Las Vegas, NV – The AmeriFlex...
The AmeriFlex Group Welcomes Envision Financial Partners
Greenwood Village, Colorado-based $180 million team is latest to join the fast-growing Hybrid-RIA Matt Bartz, ChFC®, CLF®, CLU®, David Bear, CFP®, ChSNC®, CAP®, AEP®, Grant Ambrosich and Roger Olson partner...
AmeriFlex Acquires W Source, A Networking Platform For Women
FA Staff / fa-mag.com – The AmeriFlex Group, a Las Vegas-based advisor-owned hybrid registered investment advisor, announced that it has acquired W Source, a women-to-women networking and support platform. The...