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.
The AmeriFlex Group® Continues Affiliation Model with Sarasota, FL Office
Henry (Hank) Kochan partners with The AmeriFlex Group®
The AmeriFlex Group®: Launches SuccessionFlex®
The AmeriFlex Group® Launches SuccessionFlex®, A Succession Planning Program for Seasoned Financial Advisors
The AmeriFlex Group® Continues Expansion With Denver, Colorado Office
The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded its network of Transitional Wealth Planners. Founded by Tad Lyle and Dustin Carr, their firm “Planning Resources” brings a combined 50+ years in the financial services industry.
The AmeriFlex Group® Welcomes Three Southern California-Based Practices
The practices include five financial advisors that collectively oversee over $507 million in client assets, bringing The AmeriFlex Group’s total assets under administration to more than $4 billion. This expansion builds on the AmeriFlex Group’s recent momentum in Southern California and the western United States.
The AmeriFlex Group®: Disrupting the Traditional Super-OSJ Model
Thomas Goodson at The AmeriFlex Group® Discusses Why the Traditional Super-OSJ Model Has Run Its Course – And Why the Hybrid RIA Group Model Will Replace It
The AmeriFlex Group®: Continues Affiliation Model with 14th Affiliated California Office
M. Scott Huddleston, CLU®, ChFC® of Newcastle Financial Advisors in Orange County, CA partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®
The AmeriFlex Group®: Continues Affiliation Model with 13th Affiliated California Office
Allen Taylor & Sherry Taylor of Newcastle Financial Advisors in Orange County, CA partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®
The AmeriFlex Group® Continues Affiliation Model with $200MM Carmel/Valparaiso, IN Office
RP Wealth Advisors partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with...
The AmeriFlex Group® Continues Affiliation Model with Sacramento, CA Office
Anne Hasbrook, AIF® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with...
The Broker-Dealer Relationship At The Center Of Hybrid RIAs
Wealth Solutions Report / By: Thomas Lee
...The AmeriFlex Group® Continues Affiliation Model with $170MM Amherst, NY Office
Murray Richardson, BFA™, partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with...
The AmeriFlex Group® Adds More than $1.7 Billion in Total Client Assets in First Half 2026
LAS VEGAS, July 7, 2026 — The AmeriFlex Group® (or “the firm”), an advisor-owned hybrid RIA recognized for its planning-first approach and succession solutions, today announced it has welcomed 18...
The AmeriFlex Group® Continues Affiliation Model with $98MM Rochester, NY Office
David Young, CPA, and Michael Linkey, partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional...
The AmeriFlex Group® Continues Affiliation Model with $138MM Portsmouth, NH Office
John Caggiano, LUTCF, ChFC®, partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners...
The AmeriFlex Group® Continues Affiliation Model with $100MM RIA-Only Folsom, CA Office
Melissa Yano, CFP®, CExP®, Partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Advisors with the...
The AmeriFlex Group® Continues Affiliation Model with $299MM Lubbock, TX Office
Mark Wolfe, CRPC®, and Luke Ford partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional...