Mark Miller

Employer firm

The Ameriflex Group CRD 305585

$9.66B regulatory AUM 486 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 10/2021
  Smartpath Advisors, Llc
  Atlanta, GA
• 03/2017 → 07/2022
  Zeiders Enterprises
  Woodbridge, VA
• 08/2016 → 03/2017
  Askafs
  Minneapolis, MN
• 07/2022 → 07/2023
  Balance
  San Francisco, CA
• 07/2023 → 01/2026
  Kestra Investment Services
  Savannah, GA
• 01/2024 → 01/2026
  Kestra Advisory Services,Llc
  Savannah, GA
• 01/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2026 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2024-01-03 → 2026-01-20
  Kestra Advisory Services, Llc
  Savannah, GA
  Austin, TX
  Myrtle Beach, SC
• 2021-07-14 → 2021-10-20
  Smartpath Advisors
  Atlanta, GA
  North Myrtle Beach, SC

Other Businesses

The AmeriFlex Group, Las Vegas NV , 01/20/26, IAR, RIA Affiliation - other than CIRA, Investment Related, 170 Hours/Month

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-27

Designations

• Certified Financial Planner