The Ameriflex Group, Inc.
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 305585
· SEC file 801-117784
· Las Vegas, NV
· ameriflex.com
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ADV data as of Jul 24, 2026
- Regulatory AUM
- $9.7B
- Discretionary
- $8.0B
- Clients
- 16,203
- Avg AUM / client
- $596K
- Accounts
- 30,843
- Employees
- 201
AUM over time
$0
$9.7B
Nov 2019
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13,495 | $3.7B | 38.1% |
| High net worth individuals | 2,229 | $5.0B | 51.5% |
| Pension and profit sharing plans | 357 | $803M | 8.32% |
| Charitable organizations | 41 | $99.7M | 1.03% |
| Corporations and other businesses | 81 | $110M | 1.14% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Lollypop Farm, Humane Society Of Greater Rochester Retirement Plan Humane Society Of Rochester And Monroe County, For The P.C.A., Inc. | 2024 | |
| Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan Shuman Physical Therapy Associates, Pc | 2024 | |
| B. T. Construction, Inc. Profit Sharing Plan B.T. Construction, Inc. | 2024 | |
| United Heritage Financial Group 401(k) Plan United Heritage Financial Group | 2024 |
People (193)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Diana Youa Heu | Chief Compliance Officer | Jun 2019 (7y) | Less than 5% | |
| Jesse Andrew Kurrasch | Chief Operating Officer | CFP | Jun 2019 (7y) | Less than 5% |
| Thomas J Goodson | Chief Executive Officer | Chartered Financial Consultant | Jun 2019 (7y) | 50% – 75% |
| Brett Weiler Fallon | Registered representative | Dec 2019 (7y) | ||
| Cindy Jane Bryant | Registered representative | Dec 2019 (7y) | ||
| Matthew Wayne Jones | Registered representative | Dec 2019 (7y) | ||
| Andrew Stephen Mancuso | Registered representative | CFP | Jan 2020 (7y) | |
| Keith Terrence Klein | Registered representative | CFP Chartered Financial Consultant | Feb 2020 (7y) | |
| Lawrence Paul Purcell | Registered representative | CFP | Feb 2020 (6y) | |
| Hannah M Buschbom | Registered representative | CFP | Feb 2020 (6y) | |
| Arnold Samuel | Registered representative | Mar 2020 (6y) | ||
| Michael Glenn Pashak | Registered representative | Mar 2020 (6y) | ||
| Taina Shylene Gude | Registered representative | Mar 2020 (6y) | ||
| Kyle John Saenz | Registered representative | Apr 2020 (6y) | ||
| Shawn Michael Mcelderry | Registered representative | Apr 2020 (6y) | ||
| Steven Michio Smailes | Registered representative | Apr 2020 (6y) | ||
| Scott Allan Chelberg | Registered representative | CFP | Apr 2020 (6y) | |
| Andrew Charles Blunt | Registered representative | CFP | Apr 2020 (6y) | |
| Dean Douglas Dowson | Registered representative | Apr 2020 (6y) | ||
| Heather Litz Pacheco | Registered representative | CFP | Apr 2020 (6y) | |
| Rylan Rozell | Registered representative | CFP | May 2020 (6y) | |
| Catherine Victoria Garcia | Registered representative | CFP | May 2020 (6y) | |
| Rick Kevin Cluck | Registered representative | CFP | May 2020 (6y) | |
| Victor Ross Pereboom | Registered representative | May 2020 (6y) | ||
| Michele Ann Fortney Leach | Registered representative | May 2020 (6y) | ||
| Laura Renee Leach | Registered representative | Jul 2020 (6y) | ||
| Joey Mecham | Registered representative | Jul 2020 (6y) | ||
| Richard Alan Wickes | Registered representative | CFP | Jul 2020 (6y) | |
| Andrew M Rores | Registered representative | Jul 2020 (6y) | ||
| Marshall C Moua | Registered representative | Jul 2020 (6y) | ||
| James Byron Underhill | Registered representative | CFP | Jul 2020 (6y) | |
| Jordan Joseph Underhill | Registered representative | CFP | Jul 2020 (6y) | |
| Debra K. Barton | Registered representative | Jul 2020 (6y) | ||
| Allen Stuart Taylor | Registered representative | Aug 2020 (6y) | ||
| Marshall Scott Huddleston | Registered representative | Chartered Financial Consultant | Aug 2020 (6y) | |
| Sherry Jo Taylor | Registered representative | Aug 2020 (6y) | ||
| Timothy Glen Redmond | Registered representative | CFP | Aug 2020 (6y) | |
| Mark Markland | Registered representative | CFP | Aug 2020 (6y) | |
| Brian Thomas Mcconnell | Registered representative | Sep 2020 (6y) | ||
| Samantha Dalton Sennett | Registered representative | CFP | Nov 2020 (6y) | |
| Adam T Ciepiela | Registered representative | Jan 2021 (6y) | ||
| Kelly Jean Famiglietta | Registered representative | CFP | Jan 2021 (6y) | |
| Stephen Joseph Ciepiela | Registered representative | Jan 2021 (6y) | ||
| Daniel S Campbell | Registered representative | CFP | Feb 2021 (6y) | |
| James Paul Johnson | Registered representative | Feb 2021 (5y) | ||
| Eric Douglas King | Registered representative | CFP | May 2021 (5y) | |
| Donald James Mcabier | Registered representative | May 2021 (5y) | ||
| Jonathan Ray Zweifel | Registered representative | CFP | May 2021 (5y) | |
| Rolly Randolph White | Registered representative | Jun 2021 (5y) | ||
| Laura Harger Pajak | Registered representative | CFP | Jul 2021 (5y) | |
| Michael Bruce Keeler | Registered representative | CFP | Aug 2021 (5y) | |
| Ciano Buthler Villaquiran | Registered representative | CFP Chartered Financial Consultant | Aug 2021 (5y) | |
| Luciana Pires Macedo | Registered representative | CFP | Aug 2021 (5y) | |
| Tyler Cohen | Registered representative | CFP Chartered Financial Consultant | Aug 2021 (5y) | |
| James Robert Lingelbach | Registered representative | CFP Chartered Financial Consultant | Aug 2021 (5y) | |
| Henry Charles Kochan | Registered representative | Oct 2021 (5y) | ||
| Dustin David Carr | Registered representative | Nov 2021 (5y) | ||
| Stephanie Kristine Carr | Registered representative | Nov 2021 (5y) | ||
| Tad Michael Lyle | Registered representative | Nov 2021 (5y) | ||
| Gerald Michael Kleber | Registered representative | Nov 2021 (5y) | ||
| Raz Bracha | Registered representative | CFP | Nov 2021 (5y) | |
| Curtis Dwayne Pilkington | Registered representative | Dec 2021 (5y) | ||
| Derek Ryan Pilkington | Registered representative | CFP | Dec 2021 (5y) | |
| Shanan Rae Doherty | Registered representative | Dec 2021 (5y) | ||
| Brett Thomas Straub | Registered representative | CFP Chartered Financial Consultant | Feb 2022 (4y) | |
| Stephanie B Wade | Registered representative | Feb 2022 (4y) | ||
| Shellissa Rae Cassoday | Registered representative | CFP | Mar 2022 (4y) | |
| Mendy Ann Morgan | Registered representative | Mar 2022 (4y) | ||
| Russell Warren Telfer | Registered representative | May 2022 (4y) | ||
| Adam Thomas Kazalski | Registered representative | Chartered Financial Consultant | Sep 2022 (4y) | |
| Derrick Louis Sweeney | Registered representative | Oct 2022 (4y) | ||
| Ryan Bradley Smith | Registered representative | Oct 2022 (4y) | ||
| Zachary J Weimann | Registered representative | Oct 2022 (4y) | ||
| Chad Allen Leigh | Registered representative | Nov 2022 (4y) | ||
| Quintin Mary Mc Laran | Registered representative | Nov 2022 (4y) | ||
| James Leonard Burgett | Registered representative | Nov 2022 (4y) | ||
| Mary Catherine Harris | Registered representative | Nov 2022 (4y) | ||
| Scott Tracy Harris | Registered representative | CFP | Nov 2022 (4y) | |
| Joseph John Lutz | Registered representative | CFP | Nov 2022 (4y) | |
| Brent Roger Anderson | Registered representative | Chartered Financial Consultant | Feb 2023 (3y) | |
| Clarisa Murrieta Hernandez | Registered representative | CFP Chartered Financial Consultant | Apr 2023 (3y) | |
| Gregory Ryan Wikelius | Registered representative | CFP Chartered Financial Consultant | Apr 2023 (3y) | |
| Joshua Matthew Mathias | Registered representative | Apr 2023 (3y) | ||
| Kevin Anthony Brown | Registered representative | Chartered Financial Consultant | May 2023 (3y) | |
| Winston Alexander Waring | Registered representative | Chartered Financial Consultant | May 2023 (3y) | |
| Sally Lynn Putnam | Registered representative | CFP | May 2023 (3y) | |
| Micah Strode | Registered representative | Jun 2023 (3y) | ||
| Leah Megan Pattison | Registered representative | CFP | Jun 2023 (3y) | |
| Donald Jeffrey Buckley | Registered representative | CFP | Jun 2023 (3y) | |
| Daniel Arthur Kautz | Registered representative | Jun 2023 (3y) | ||
| Jill Andrea Sherman | Registered representative | Jul 2023 (3y) | ||
| Dennis Ray Wall | Registered representative | Chartered Financial Consultant | Sep 2023 (3y) | |
| Preston Allen Tharp | Registered representative | Sep 2023 (3y) | ||
| Wade Allen Cross | Registered representative | Sep 2023 (3y) | ||
| Christina Anne Nash | Registered representative | CFP | Sep 2023 (3y) | |
| Jodi Marie Viaud | Registered representative | CFP | Sep 2023 (3y) | |
| Doyle Henry Brown | Registered representative | Oct 2023 (3y) | ||
| Kelli Jo Carmichael | Registered representative | Oct 2023 (3y) | ||
| Kendall Gerald Bryce | Registered representative | Oct 2023 (3y) | ||
| Christian Mark Lemke | Registered representative | CFP | Oct 2023 (3y) | |
| Erik George Pedersen | Registered representative | Nov 2023 (3y) | ||
| Charles Alfred Constantino | Registered representative | Dec 2023 (3y) | ||
| Christine Ann Lane | Registered representative | Dec 2023 (3y) | ||
| Jessica L. Ferrindino | Registered representative | CFP | Dec 2023 (3y) | |
| John Robert Bleier | Registered representative | Dec 2023 (3y) | ||
| Lisa Marie Capizzi | Registered representative | Dec 2023 (3y) | ||
| Allen Hsu | Registered representative | Jan 2024 (3y) | ||
| Brian James Brubaker | Registered representative | CFP | Jan 2024 (3y) | |
| James Roland Brubaker | Registered representative | Chartered Financial Consultant | Jan 2024 (3y) | |
| Stephen Roland Brubaker | Registered representative | CFP | Jan 2024 (3y) | |
| Jennifer Elizabeth Kast | Registered representative | CFP | Jan 2024 (3y) | |
| John Mark Prewitt | Registered representative | Feb 2024 (2y) | ||
| Robert Hale Rinker | Registered representative | Chartered Financial Consultant | Feb 2024 (2y) | |
| Brandon James Bettis | Registered representative | Mar 2024 (2y) | ||
| Kevin K Bower | Registered representative | Mar 2024 (2y) | ||
| Carl Martin Fellhauer | Registered representative | Mar 2024 (2y) | ||
| Quy Nguyen | Registered representative | Apr 2024 (2y) | ||
| Christina Marie Diloreto King | Registered representative | Apr 2024 (2y) | ||
| David Alan Riggle | Registered representative | CFP Chartered Financial Consultant | May 2024 (2y) | |
| Brandon Michael Kaplan | Registered representative | CFP | Jun 2024 (2y) | |
| Brandon George Slinn | Registered representative | Jul 2024 (2y) | ||
| John Thomas Lian | Registered representative | Aug 2024 (2y) | ||
| David Richard Ojerholm | Registered representative | Sep 2024 (2y) | ||
| Michael Elias Houssan | Registered representative | Sep 2024 (2y) | ||
| Thomas George Kazalski | Registered representative | Nov 2024 (2y) | ||
| Robert Lee Holland | Registered representative | CFP | Nov 2024 (2y) | |
| Julia Andrews | Registered representative | Dec 2024 (2y) | ||
| Jory Franklin Head | Registered representative | Dec 2024 (2y) | ||
| Eric Tyson Bailey | Registered representative | Dec 2024 (2y) | ||
| Leah Joann Belfiore | Registered representative | Jan 2025 (2y) | ||
| Tracie M Reithmann | Registered representative | Jan 2025 (2y) | ||
| Alex C Mueller | Registered representative | CFP | Jan 2025 (2y) | |
| Taylor M Watson | Registered representative | CFP | Feb 2025 (1y) | |
| Vicky E Laborde | Registered representative | CFP | Feb 2025 (1y) | |
| Patricia Ann Besselman Main | Registered representative | CFP | Feb 2025 (1y) | |
| Jeremiah Harrison Askew Kinzie | Registered representative | CFP | Feb 2025 (1y) | |
| John Morris | Registered representative | CFP | Feb 2025 (1y) | |
| Kelsey Faye Anderson | Registered representative | CFP | Apr 2025 (1y) | |
| Jakob Wagner | Registered representative | CFP | Apr 2025 (1y) | |
| Benjamin Edward Campau | Registered representative | Jun 2025 (1y) | ||
| Charles Bradford Smoak | Registered representative | CFP | Jun 2025 (1y) | |
| Frank Anthony Virgallito | Registered representative | CFP | Jun 2025 (1y) | |
| Stephanie A Shafer | Registered representative | CFP | Jun 2025 (1y) | |
| Kenneth Lee Devore | Registered representative | Jul 2025 (1y) | ||
| Jonathan Whitmore | Registered representative | CFP | Jul 2025 (1y) | |
| Robert Nolan Lewis | Registered representative | CFP | Aug 2025 (1y) | |
| Jacob J Reid | Registered representative | Sep 2025 (1y) | ||
| Stephen D Chipman | Registered representative | Sep 2025 (1y) | ||
| Thomas Patrick Kerfoot | Registered representative | CFP Chartered Financial Consultant | Oct 2025 (1y) | |
| Charles Stewart Hollenbaugh | Registered representative | Oct 2025 (1y) | ||
| Daniel Peter Jeffery | Registered representative | CFP | Nov 2025 (1y) | |
| John Robert Skomski | Registered representative | CFP | Nov 2025 (1y) | |
| Zachary R Fitzpatrick | Registered representative | Nov 2025 (1y) | ||
| Elisabeth M Mays | Registered representative | Nov 2025 (1y) | ||
| Michael John Powers | Registered representative | Nov 2025 (1y) | ||
| Sara Danielle Kappos | Registered representative | CFP | Nov 2025 (1y) | |
| Jacob Bevilacqua | Registered representative | Nov 2025 (1y) | ||
| Daniel Romaine | Registered representative | CFP Chartered Financial Consultant | Dec 2025 (1y) | |
| Lewis George Chamberlain | Registered representative | Dec 2025 (1y) | ||
| Morgan Dyer | Registered representative | Jan 2026 (1y) | ||
| Mark Miller | Registered representative | CFP | Jan 2026 (1y) | |
| David Alan Riback | Registered representative | Jan 2026 (1y) | ||
| Ivan Alejandro Matherson | Registered representative | CFP | Jan 2026 (1y) | |
| Bryan Charles Duffy | Registered representative | Mar 2026 (0y) | ||
| Robert Peller | Registered representative | Mar 2026 (0y) | ||
| Anthony Joseph Barrese | Registered representative | Mar 2026 (0y) | ||
| Alex Barrese | Registered representative | Mar 2026 (0y) | ||
| Steven Brian Smith | Registered representative | Mar 2026 (0y) | ||
| Rylan Philip Folts | Registered representative | Apr 2026 (0y) | ||
| Ryan Castro | Registered representative | Apr 2026 (0y) | ||
| Alex Michael Micknis | Registered representative | CFP | Apr 2026 (0y) | |
| Daniela Dunne | Registered representative | Apr 2026 (0y) | ||
| Scott Michael Barber | Registered representative | CFP | Apr 2026 (0y) | |
| Jonathan Taylor Beaton | Registered representative | Apr 2026 (0y) | ||
| Lena Mccall Meredith | Registered representative | Apr 2026 (0y) | ||
| Robert Leroy Chess | Registered representative | CFP | Apr 2026 (0y) | |
| Ana M Diaz | Registered representative | CFP | May 2026 (0y) | |
| Joseph Nicholas Cantore | Registered representative | May 2026 (0y) | ||
| Tamrin Razo | Registered representative | May 2026 (0y) | ||
| Richard J Moss | Registered representative | Chartered Financial Consultant | May 2026 (0y) | |
| Michelle Marie Leichtner | Registered representative | CFP | May 2026 (0y) | |
| John Walter Going | Registered representative | CFP | May 2026 (0y) | |
| Lucas Ford | Registered representative | Jun 2026 (0y) | ||
| Timothy Mark Wolfe | Registered representative | Jun 2026 (0y) | ||
| Tyson Lane Meil | Registered representative | Jun 2026 (0y) | ||
| Melissa Yano | Registered representative | CFP | Jun 2026 (0y) | |
| John Vincent Caggiano | Registered representative | Chartered Financial Consultant | Jun 2026 (0y) | |
| David Gary Young | Registered representative | Jun 2026 (0y) | ||
| Michael Joseph Linkey | Registered representative | Jun 2026 (0y) | ||
| Michael Ray Arthur Norton | Registered representative | Jun 2026 (0y) | ||
| Murray C. Richardson | Registered representative | Jul 2026 (0y) | ||
| Anne Marie Hasbrook | Registered representative | Jul 2026 (0y) | ||
| Joshua G Rowe | Registered representative | Jul 2026 (0y) |
Undisclosed: 15% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lollypop Farm, Humane Society Of Greater Rochester Retirement Plan | Humane Society Of Rochester And Monroe County, For The P.C.A., Inc. | 153 | $6.6M | 07/01/2024 |
| Shuman Physical Therapy Assoc. 401(k) Profit Sharing Plan | Shuman Physical Therapy Associates, Pc | 223 | $15.0M | 01/01/2024 |
| B. T. Construction, Inc. Profit Sharing Plan | B.T. Construction, Inc. | 161 | $14.5M | 01/01/2024 |
| United Heritage Financial Group 401(k) Plan | United Heritage Financial Group | 132 | $39.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.91 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Assetmark Brokerage, Llc $5.9B (61% of AUM) Mar 2026
- National Financial Services (Fidelity) $1.1B (11% of AUM) Mar 2026
- Envestnet Retirement Solutions, Llc $1.1B (11% of AUM) Mar 2026
- Pershing $375M (13% of AUM) Jan 2023
- Fidelity Brokerage Services $266M (9% of AUM) Jan 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗