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Brandon Michael Kaplan

Investment Adviser Representative at THE AMERIFLEX GROUP

Scottsdale, AZCRD #6494594Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
6 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
ArizonaCaliforniaNevadaOklahomaOregonUtah
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/15/2022
Series 7
General Securities Representative Examination
Passed 10/6/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/16/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

THE Ameriflex Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE AMERIFLEX GROUPCurrent
6/26/2024Scottsdale, AZ
WOODBURY FINANCIAL SERVICES, INC.
11/15/20225/25/2023Scottsdale, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon Michael Kaplan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Brandon Michael Kaplan - Financial Advisor in Scottsdale, AZ | AdvisorFinder