Adam Thomas Kazalski

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

• 08/2011 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 08/2011 → 09/2022
  Equitable Advisors, Llc
  New York, NY
• 09/2022 → 09/2023
  Sagepoint Financial, Inc.
  Red Bank, NJ
• 09/2022 → Present
  The Ameriflex Group
  Las Vegas, NV
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Lakewood Ranch, FL
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2011-08-12 → 2022-09-16
  Equitable Advisors, Llc
  Toms River, NJ
  Edison, NJ
• 2008-12-02 → 2011-09-06
  International Planning Alliance, Llc
  Fairfield, NJ
• 2007-11-13 → 2011-08-11
  Park Avenue Securities Llc
  Red Bank, NJ
  Shrewsbury, NJ

Other Businesses

1. THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 09/08/2022, Financial Planner, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO - 100 HR/MO TRADING 2. FOURFRONT WEALTH MANAGEMENT, LLC, 8470 Enterprise Circle, Suite 110C, Lakewood Ranch FL 34202, United States, 06/27/2025, President, DBA Name, NIR, 5 HR/MO - 5 HR/MO TRADING 3. FIDE & FORTIS PARTNERS, LLC, 8470 Enterprise Circle, Suite 110-C, Lakewood Ranch FL 34202, United States, 06/27/2025, Owner, Marketing, NIR, 5 HR/MO - 5 HR/MO TRADING 4. EXIT PLANNING INSTITUTE, 27881 Clemens Road, Westlake OH 44145, United States, 06/27/2025, Sarasota Chapter President, Networking, NIR, 10 HR/MO - 0 HR/MO TRADING 5. FOUNDER'S GROUP, 6256 Greenwich Drive, Suite 250, San Diego CA 92122, United States, Certified Founder's Group Associate, Consulting/Coaching, NIR, 5 HR/MO - 5 HR/MO TRADING 6. LIFE INSURANCE AGENT, 8470 Enterprise Circle, Lakewood Ranch FL 34211, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 2 HR/MO TRADING 7. ADVISOR'S EXCEL MEDICARE SOLUTIONS, 2950 SW McClure Road, Topeka KS 66614, United States, 11/01/2025, Agent, Medicare Solutions partnership, NIR, 2 HR/MO - 1 HR/MO TRADING 8. FOURFRONT INSURANCE PARTNERS, LLC, 8470 Enterprise Circle, Suite 110C, Lakewood Ranch, FL 34202, United States, 04/2026, Owner, Insurance / Benefits / Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-29
• S63 Uniform Securities Agent State Law Examination
  1999-10-12

Designations

• Chartered Financial Consultant

Other Names

• Adam Thomas Kazalski