Kelly Jean Famiglietta

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

• 05/1997 → Present
  Charles Stephen & Co.
  Albuquerque, NM
• 04/2016 → 01/2021
  Kestra Financial Services, Inc.
  Austin, TX
• 01/2021 → 09/2023
  Sagepoint Financial, Inc.
  Albuquerque, NM
• 01/2021 → Present
  The Ameriflex Group
  Albuquerque, NM
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Albuquerque, NM
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2016-04-26 → 2021-01-29
  Kestra Advisory Services, Llc
  Albuquerque, NM
• 2007-10-16 → 2016-09-22
  Kestra Investment Services, Llc
  Albuquerque, NM
  Albuquerque, NM

Other Businesses

1. ASH BROKERAGE, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 2 HR/MO TRADING 2. CNM FOUNDATION, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO - 0 HR/MO TRADING 3. KELLY FAMIGLIETTA, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 4 HR/MO - 0 HR/MO TRADING 4. NDI NEW MEXICO, 4800 Central Ave SE, Albuquerque NM 87108, United States, 06/27/2025, Board Member, Arts/Performing Arts, NIR, 1 HR/MO - 0 HR/MO TRADING 5. NOTARY, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, Notary, NIR, 1 HR/MO - 1 HR/MO TRADING 6. Retirement Advisor Council, 5951 Jefferson Street NE Ste D, Albuquerque, NM 87109, 06/2025, Committee Member, Volunteer, NIR, 1 HR/MO, 1 HR/MO TRADING 7. CHARLES STEPHEN AND COMPANY, INC., 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, W2 Employee, DBA Name, NIR, 20 HR/MO - 20 HR/MO TRADING 8. THE AMERIFLEX GROUP, 5951 Jefferson Street NE, Suite D, Albuquerque NM 87109-3450, United States, 06/27/2025, IAR, RIA Affiliation - other than CIRA, INV REL, 80 HR/MO - 80 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2007-10-05
• S63 Uniform Securities Agent State Law Examination
  1999-11-19

Designations

• Certified Financial Planner

Other Names

• Kelly Jean Lyles
• Kelly Jean Garcia
• Kelly Jean Lyles