AdFi
RK

Rick Kevin Cluck

Investment Adviser Representative at THE AMERIFLEX GROUP

Scottsdale, AZCRD #1066336Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
18 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 18 states
ArizonaArkansasCaliforniaColoradoFloridaIowaKansasMarylandMichiganMinnesotaNew MexicoOklahomaPennsylvaniaSouth CarolinaTexasWest VirginiaWisconsinWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/17/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 8/4/1987
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/25/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/18/1982
Series 24
General Securities Principal Examination
Passed 8/19/1999
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 2/5/1993

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
5/4/2020Scottsdale, AZ
SAGEPOINT FINANCIAL, INC.
11/2/20187/16/2020Scottsdale, AZ
SECURITIES AMERICA ADVISORS, INC.
3/6/200911/6/2018Chandler, AZ
LINCOLN FINANCIAL SECURITIES CORPORATION
5/7/20012/13/2009Scottsdale, 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. Rick Kevin Cluck 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.

Rick Kevin Cluck - Financial Advisor in Scottsdale, AZ | AdvisorFinder