Shellissa Rae Cassoday
Investment Adviser Representative at THE Ameriflex Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Shellissa Rae Cassoday is an investment adviser representative with The Ameriflex Group in Bandon, OR, where they have been registered since 2022. They have worked in the securities industry since 2021 and were previously registered with Sagepoint Financial, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Oregon.
Registrations & licenses
- Investment adviser:
- Oregon
- Broker:
8 states and territories
Alaska, Arizona, California, Colorado, Hawaii, Louisiana, Nevada, Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Social Security AdministrationJun 2018 – Jul 2021North Bend, OR
- Bandon School DistrictMar 2018 – Jun 2018Bandon, OR
- UnemployedJan 2018 – Mar 2018Bandon, OR
- Cardas AudioJan 2015 – Jan 2018Bandon, OR
- Sagepoint Financial, Inc.Jul 2021 – Sep 2023Bandon, OR
- The Ameriflex Group, Inc.Mar 2022 – no end date reportedBandon, OR
- Osaic Wealth, Inc.Sep 2023 – Jun 2025Bandon, OR
- Cambridge Investment Research, Inc.Jun 2025 – no end date reportedFairfield, IA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Ameriflex Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Transitional wealth planning
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 193
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Las Vegas, NV
- SEC file number:
- 801-117784
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 11, 2026
View full firm profileOther advisors at THE Ameriflex Group
Showing 12 of 193 in the directory
Similar advisors in Bandon, OR
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shellissa Rae Cassoday 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched