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Tracie M Reithmann

Investment Adviser Representative at THE Ameriflex Group

Glendale, AZCRD #6327909Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Tracie M. Reithmann is an investment adviser representative with The Ameriflex Group in Glendale, AZ, where they have been registered since 2025. They have worked in the securities industry since 2015 and have been registered with 4 firms, including Oneamerica Securities, Inc. and PFG Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona
Broker:
1 state or territory

Arizona

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/1/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 7/17/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/13/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cambridge Investment Research, Inc.Current
6/27/2025 – Glendale, AZ
THE Ameriflex GroupCurrent
1/22/2025 – Tempe, AZ
Oneamerica Securities, Inc.
2/19/2020 – 12/31/2024Scottsdale, AZ
PFG Advisors
3/2/2018 – 3/6/2020Phoenix, AZ
CUE Advisory Services, Inc.
4/6/2016 – 12/31/2018Phoenix, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Foothill Securities Inc
    Apr 2014 – Dec 2016Phoenix, AZ
  2. CUE Financial Group, Inc.
    Apr 2014 – Jan 2020Phoenix, AZ
  3. Securities America, Inc.
    Dec 2016 – Jan 2020Phoenix, AZ
  4. PFG Advisors, LLC
    Feb 2018 – Jan 2020Peoria, AZ
  5. OneAmerica Securities
    Feb 2020 – Jan 2025Scottsdale, AZ
  6. Spence, Cassidy & Associates
    Jan 2020 – no end date reportedScottsdale, AZ
  7. American United Life
    Dec 2020 – no end date reportedScottsdale, AZ
  8. Osaic
    Jan 2025 – Jun 2025Tempe, AZ
  9. The Ameriflex Group
    Jan 2025 – no end date reportedTempe, AZ
  10. Cambridge Investment Research, Inc.
    Jun 2025 – no end date reportedFairfield, IA
  11. Turning Pointe Wealth Management
    Jun 2025 – no end date reportedTempe, AZ

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Transitional Wealth PlanningInvestment AdvisorySecuritiesRegistered Investment Adviser

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

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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. Tracie M Reithmann 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.

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