Falstad & Associates Financial Services 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 addition of Falstad & Associates Financial Services. Joining The AmeriFlex Group® from Osaic, the Bloomington, Illinois-based team is led by Pete Falstad, CFP®, Joshua Brooks, CFP®, and Nate Farney, CFP®, bringing 44 years of combined experience serving individuals, families, professionals, and business owners through personalized, relationship-driven financial planning. Supported by an experienced client service and operations team, the firm is committed to delivering exceptional service and long-term guidance that helps clients pursue financial confidence through every stage of life.
Founded by Pete Falstad in 1988, Falstad & Associates has spent more than 35 years building a reputation for trusted advice, meaningful relationships, and comprehensive financial planning throughout Central Illinois. Pete has long believed that the quality of financial advice begins with the quality of the relationship, a philosophy that continues through Josh Brooks and Nate Farney, who each bring their own expertise in comprehensive planning, retirement strategies, and helping clients make informed financial decisions. Together with a dedicated support staff of registered assistants, administrative professionals, and client service specialists, the team provides a collaborative experience designed to deliver personalized planning with compassion, integrity, and commitment to each client’s long-term success.
Tom Goodson, President & CEO of The AmeriFlex Group®, commented, “Pete and his team have built an exceptional practice centered on trust, education, and genuine relationships with the families they serve. The combined leadership of Pete, Josh, and Nate, along with the strength of their outstanding support team, reflects exactly the kind of collaborative, planner-first culture we value at AmeriFlex. We are excited to welcome Falstad & Associates to our growing advisor community and look forward to supporting their continued success.
The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). We are dedicated to empowering financial advisors through shared resources, technology, and collaboration – with a commitment to fiduciary excellence and a planner-first philosophy.