Sally Lynn Putnam

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 → 05/2023
  Principal Life Insurance Co
  Chandler, AZ
• 06/2016 → Present
  Now Financial
  Chandler, AZ
• 03/2016 → 05/2023
  Principal Securities Inc
  Chandler, AZ
• 05/2023 → 09/2023
  Sagepoint Financial, Inc.
  Chandler, AZ
• 05/2023 → Present
  The Ameriflex Group
  Las Vegas, NV
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Chandler, AZ
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2011-09-14 → 2023-05-19
  Principal Securities, Inc.
  Phoenix, AZ
  Chandler, AZ
• 2004-05-06 → 2008-12-15
  Equitable Advisors, Llc
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1. NOW FINANCIAL, 2450 S Gilbert Rd, Suite 205, Chandler AZ 85286, United States, 06/27/2025, Owner, DBA Name, INV REL, 80 HR/MO - 80 HR/MO TRADING 2. NOW FINANCIAL, 2450 S Gilbert Rd, Suite 205, Chandler AZ 85286, United States, 06/27/2025, Owner, Divorce Planning Services, NIR, 10 HR/MO - 10 HR/MO TRADING 3. NOW FINANCIAL, 2450 S Gilbert Rd, Suite 205, Chandler AZ 85286, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 30 HR/MO - 30 HR/MO TRADING 4. SALLY PUTNAM, 2450 S Gilbert Rd, Suite 205, Chandler AZ 85286, United States, 01/01/2018, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 4 HR/MO - 4 HR/MO TRADING 5. THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 06/27/2025, IAR, RIA Affiliation - other than CIRA, INV REL, 40 HR/MO - 40 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2004-02-25

Designations

• Certified Financial Planner

Other Names

• Sally Putnam
• Sarah Putnam
• Sarah Lynn Putnam