Joshua Matthew Mathias

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

• 10/2001 → 04/2023
  Princor Financial Services
  Des Moines, IA
• 04/2023 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 04/2023 → Present
  The Ameriflex Group
  Las Vegas, NV
• 04/2023 → 06/2025
  Ameriflex
  Las Vegas, NV
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Phoenix, AZ
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2001 → 04/2023
  Principal Financial Group
  Des Moines, IA

Previous Registrations

• 2017-02-16 → 2023-04-17
  Principal Asset Management
  Chandler, AZ
• 2006-12-05 → 2017-01-30
  Principal Securities, Inc.
  Chandler, AZ
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA

Other Businesses

1. HARRIS MATHIAS WEALTH MANAGEMENT, 7720 N 16th Street, Suite 350, Phoenix AZ 85020, United States, 11/09/2023, Owner, RIA Affiliation - other than CIRA, INV REL, 10 HR/MO - 10 HR/MO TRADING 2. MATHIAS WEALTH MANAGEMENT, 7720 N 16th Street, Suite 350, Phoenix AZ 85220, United States, 12/05/2024, W2 Employee, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO - 160 HR/MO TRADING 3. SCOTT HARRIS FINANCIAL GROUP, 7720 N 16th Street, Suite 350, Phoenix AZ 85220, United States, 04/19/2023, IAR, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO - 160 HR/MO TRADING 4. THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 04/19/2023, IAR, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO - 100 HR/MO TRADING 5. FIXED INSURANCE, LIFE, ANNUITIES, LTC, DI, 7720 N 16th Street, Suite 350, Phoenix AZ 85020, United States, 07/2025, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 0 HR/MO - 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-04
• S63 Uniform Securities Agent State Law Examination
  2005-08-29