November 2021 - AmeriFlex.com

To learn more about the professional history of our financial advisors, please visit

To learn more about the professional history of our financial advisors, please visit

The AmeriFlex Group® Continues Affiliation Model with Sarasota, FL Office

Henry (Hank) Kochan partners with The AmeriFlex Group®

ameriflex2022-04-14T17:51:30+00:00November 24th, 2021|

The AmeriFlex Group®: Launches SuccessionFlex®

The AmeriFlex Group® Launches SuccessionFlex®, A Succession Planning Program for Seasoned Financial Advisors

ameriflex2022-04-14T17:55:14+00:00November 18th, 2021|

Ask the Experts: Take Up-Front Recruiting Dollars or Sell My Business?

How An RIA Owner Can Maximize Value: Guidance from Perigon Wealth Management, The AmeriFlex Group, Stifel Independent Advisors

ameriflex2022-04-14T17:56:12+00:00November 15th, 2021|

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.

ameriflex2022-03-03T21:51:07+00:00November 12th, 2021|

Advisor M&A FOMO is Real – Hybrid RIA Groups Can Be Part of the Solution

Practices Provide Transitional Wealth Planning to Clients in San Diego Region and Beyond

ameriflex2022-04-13T20:39:25+00:00November 9th, 2021|

Build Equity Value Without Having Your Own RIA?

Practices Provide Transitional Wealth Planning to Clients in San Diego Region and Beyond

ameriflex2022-03-04T17:44:07+00:00November 8th, 2021|

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

CORPORATE OFFICE:
8485 W Sunset Rd. Suite 204 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

© Copyright 2018 – | AmeriFlex®. All Rights Reserved.

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA, SIPC. Additional advisory services offered through The AmeriFlex® Group, a registered investment adviser not affiliated with SPF. Insurance services offered by individual representatives are offered independently of SPF. SPF does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.