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.
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. 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.
...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.
...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...