AdFi
TA

THE AMERIFLEX GROUP

SEC Registered

TRANSITIONAL WEALTH PLANNING

LAS VEGAS, NVhttps://ameriflex.com(702) 987-9730
Assets Under Management
$5B–$25B
Employees
201
Office Locations
26 offices
Total Accounts
30843

About the firm

AmeriFlex is a Registered Investment Adviser operating as The AmeriFlex Group®, offering transitional wealth planning services. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and FINRA/SIPC member, which is a minority owner of The AmeriFlex Group®.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsState/Municipal

Areas of expertise

Transitional Wealth PlanningInvestment AdvisorySecuritiesRegistered Investment Adviser

Services

Transitional wealth planning

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)13,495$3.7B
High Net Worth Individuals2,229$5.0B
Charitable Organizations357$803M
State/Municipal Entities41

486 total clients reported on Form ADV.

Leadership

Thomas J Goodson
CHIEF EXECUTIVE OFFICER
Diana Youa Heu
CHIEF COMPLIANCE OFFICER
Jesse Andrew Kurrasch
CHIEF OPERATING OFFICER

Office locations

26 offices in 11 states
NV
LAS VEGASHQ
OH
COLUMBUS
CA
LA MESA
AZ
SCOTTSDALE
CA
WESTLAKE VILLAGE
CA
LA JOLLA
AZ
TUCSON
NM
ALBUQUERQUE
CO
ENGLEWOOD
CO
STERLING
AZ
TEMPE
NV
RENO
CO
LAKEWOOD
AZ
SCOTTSDALE
AZ
PHOENIX
CA
CALABASAS
CA
FULLERTON
AZ
SCOTTSDALE
KS
HAYS
MO
SIKESTON
NJ
PENNINGTON
NY
FREDONIA
NY
JAMESTOWN
NY
PITTSFORD
WY
CASPER
CA
MURRIETA

Advisors at this firm

Showing 100 of 195

Brent Roger Anderson
Investment Adviser Representative
Dual-registered
Kelsey Faye Anderson
Investment Adviser Representative
Dual-registered
Julia Andrews
Investment Adviser Representative
Dual-registered
Eric Tyson Bailey
Investment Adviser Representative
Dual-registered
Scott Michael Barber
Investment Adviser Representative
Dual-registered
Debra K. Barton
Investment Adviser Representative
Dual-registered
Brandon James Bettis
Investment Adviser Representative
Dual-registered
Kevin K Bower
Investment Adviser Representative
Dual-registered
Doyle Henry Brown
Investment Adviser Representative
Dual-registered
James Roland Brubaker
Investment Adviser Representative
Dual-registered
Stephen Roland Brubaker
Investment Adviser Representative
Dual-registered
Cindy Jane Bryant
Investment Adviser Representative
Dual-registered
Kendall Gerald Bryce
Investment Adviser Representative
Dual-registered
Alex Barrese
Investment Adviser Representative
Dual-registered
Anthony Joseph Barrese
Investment Adviser Representative
Dual-registered
Jonathan Taylor Beaton
Investment Adviser Representative
Dual-registered
Leah Joann Belfiore
Investment Adviser Representative
Dual-registered
Patricia Ann Besselman-Main
Investment Adviser Representative
Dual-registered
Jacob Bevilacqua
Investment Adviser Representative
Dual-registered
John Robert Bleier Jr
Investment Adviser Representative
Investment Adviser Rep
Andrew Charles Blunt
Investment Adviser Representative
Dual-registered
Raz Bracha
Investment Adviser Representative
Dual-registered
Kevin Anthony Brown
Investment Adviser Representative
Dual-registered
Brian James Brubaker
Investment Adviser Representative
Dual-registered
Donald Jeffrey Buckley
Investment Adviser Representative
Dual-registered
James Leonard Burgett
Investment Adviser Representative
Dual-registered
Hannah M Buschbom
Investment Adviser Representative
Dual-registered
John Vincent Caggiano
Investment Adviser Representative
Dual-registered
Kelli Jo Carmichael
Investment Adviser Representative
Dual-registered
Dustin David Carr
Investment Adviser Representative
Dual-registered
Stephanie Kristine Carr
Investment Adviser Representative
Dual-registered
Shellissa Rae Cassoday
Investment Adviser Representative
Dual-registered
Robert Leroy Chess
Investment Adviser Representative
Investment Adviser Rep
Stephen Joseph Ciepiela
Investment Adviser Representative
Dual-registered
Rick Kevin Cluck
Investment Adviser Representative
Dual-registered
Benjamin Edward Campau
Investment Adviser Representative
Dual-registered
Daniel S Campbell
Investment Adviser Representative
Dual-registered
Joseph Nicholas Cantore
Investment Adviser Representative
Dual-registered
Lisa Marie Capizzi
Investment Adviser Representative
Investment Adviser Rep
Ryan Castro
Investment Adviser Representative
Investment Adviser Rep
Lewis George Chamberlain IV
Investment Adviser Representative
Investment Adviser Rep
Scott Allan Chelberg
Investment Adviser Representative
Dual-registered
Stephen D Chipman
Investment Adviser Representative
Dual-registered
Adam T Ciepiela
Investment Adviser Representative
Dual-registered
Tyler Cohen
Investment Adviser Representative
Dual-registered
Charles Alfred Constantino II
Investment Adviser Representative
Dual-registered
Wade Allen Cross
Investment Adviser Representative
Investment Adviser Rep
Kenneth Lee Devore
Investment Adviser Representative
Dual-registered
Shanan Rae Doherty
Investment Adviser Representative
Dual-registered
Dean Douglas Dowson
Investment Adviser Representative
Dual-registered
Ana M Diaz
Investment Adviser Representative
Investment Adviser Rep
Bryan Charles Duffy
Investment Adviser Representative
Dual-registered
Daniela Dunne
Investment Adviser Representative
Dual-registered
Morgan Dyer
Investment Adviser Representative
Dual-registered
Brett Weiler Fallon
Investment Adviser Representative
Dual-registered
Kelly Jean Famiglietta
Investment Adviser Representative
Dual-registered
Carl Martin Fellhauer
Investment Adviser Representative
Investment Adviser Rep
Jonathan David Frazier
Investment Adviser Representative
Dual-registered
Jessica L. Ferrindino
Investment Adviser Representative
Investment Adviser Rep
Zachary R Fitzpatrick
Investment Adviser Representative
Dual-registered
Rylan Philip Folts
Investment Adviser Representative
Dual-registered
Michele Ann Fortney-Leach
Investment Adviser Representative
Dual-registered
Catherine Victoria Garcia
Investment Adviser Representative
Dual-registered
Taina Shylene Gude
Investment Adviser Representative
Dual-registered
Thomas J Goodson
Investment Adviser Representative
Dual-registered
Mary Catherine Harris
Investment Adviser Representative
Dual-registered
Scott Tracy Harris
Investment Adviser Representative
Dual-registered
Clarisa Murrieta Hernandez
Investment Adviser Representative
Dual-registered
Robert Lee Holland Jr
Investment Adviser Representative
Dual-registered
Charles Stewart Hollenbaugh
Investment Adviser Representative
Dual-registered
Michael Elias Houssan
Investment Adviser Representative
Dual-registered
Jory Franklin Head
Investment Adviser Representative
Dual-registered
Diana Youa Heu
Investment Adviser Representative
Dual-registered
Allen Hsu
Investment Adviser Representative
Dual-registered
Marshall Scott Huddleston
Investment Adviser Representative
Dual-registered
James Paul Johnson Jr
Investment Adviser Representative
Dual-registered
Matthew Wayne Jones
Investment Adviser Representative
Dual-registered
Daniel Peter Jeffery
Investment Adviser Representative
Dual-registered
Brandon Michael Kaplan
Investment Adviser Representative
Dual-registered
Jennifer Elizabeth Kast
Investment Adviser Representative
Dual-registered
Michael Bruce Keeler
Investment Adviser Representative
Dual-registered
Thomas Patrick Kerfoot
Investment Adviser Representative
Dual-registered
Eric Douglas King
Investment Adviser Representative
Dual-registered
Keith Terrence Klein
Investment Adviser Representative
Dual-registered
Sara Danielle Kappos
Investment Adviser Representative
Dual-registered
Daniel Arthur Kautz
Investment Adviser Representative
Dual-registered
Adam Thomas Kazalski
Investment Adviser Representative
Dual-registered
Thomas George Kazalski
Investment Adviser Representative
Dual-registered
Christina Marie Diloreto King
Investment Adviser Representative
Dual-registered
Jeremiah Harrison Askew Kinzie
Investment Adviser Representative
Dual-registered
Gerald Michael Kleber Jr
Investment Adviser Representative
Dual-registered
Henry Charles Kochan Jr
Investment Adviser Representative
Dual-registered
Jesse Andrew Kurrasch
Investment Adviser Representative
Dual-registered
Vicky E Laborde
Investment Adviser Representative
Dual-registered
John Thomas Lian
Investment Adviser Representative
Investment Adviser Rep
Tad Michael Lyle
Investment Adviser Representative
Investment Adviser Rep
Christine Ann Lane
Investment Adviser Representative
Dual-registered
Laura Renee Leach
Investment Adviser Representative
Dual-registered
Michelle Marie Leichtner
Investment Adviser Representative
Dual-registered
Chad Allen Leigh
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#305585
SEC Number
801-117784
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE AMERIFLEX GROUP 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 the SEC or FINRA websites before making any decision.

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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THE AMERIFLEX GROUP in LAS VEGAS, NV | AdvisorFinder