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Thomas Patrick Kerfoot

Investment Adviser Representative at THE AMERIFLEX GROUP

Rathdrum, IDCRD #4485660Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
3 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
IdahoNevadaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/6/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 12/21/2001
Series 7
General Securities Representative Examination
Passed 1/17/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/20/2001

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
10/24/2025Rathdrum, ID
KERFOOT WEALTH MANAGEMENT, LLC
12/5/201312/31/2025Rathdrum, ID
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
3/20/20061/20/2010Las Vegas, NV

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. Thomas Patrick Kerfoot 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.

Thomas Patrick Kerfoot - Financial Advisor in Rathdrum, ID | AdvisorFinder