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® 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 recently expanded their network of...
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 network of Transitional Wealth Planners....
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 – The AmeriFlex Group® (TAG),...
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. With nearly 40 years of...
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 AmeriFlex Group®, headquartered in Las...
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 Group®, a rapidly growing, advisor-owned...