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The Ameriflex Group CRD 305585
$9.66B regulatory AUM 486 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-05-05 |
| TX | RA | APPROVED | 2021-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridges Wealth Management | Corvallis | OR | 11/2012 | Present |
| Voya Financial Advisors | Eugene | OR | 09/2014 | 05/2021 |
| Sagepoint Financial Inc., | Corvallis | OR | 05/2021 | 09/2023 |
| The Ameriflex Group | Corvallis | OR | 05/2021 | Present |
| Osaic Wealth, Inc. | Corvallis | OR | 09/2023 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
1. BRIDGES WEALTH INSURANCE, 5951 NE Elliott Circle, Corvallis OR 97330, United States, 06/27/2025, Owner, Insurance/Benefits/Human Resources, INV REL, 10 HR/MO - 10 HR/MO TRADING 2. BRIDGES WEALTH MANAGEMENT, 5951 NE Elliott Circle, Corvallis OR 97330, United States, 06/27/2025, Owner, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 3. ENVESTMENT I, 5951 NE Elliott Circle, Corvallis OR 97330, United States, 06/27/2025, Owner, Real Estate, INV REL, 4 HR/MO - 0 HR/MO TRADING 4. ENVESTMENT KING LLC, 5951 NE Elliott Circle, Corvallis OR 97330, United States, 06/27/2025, Owner, Real Estate, INV REL, 8 HR/MO - 0 HR/MO TRADING 5. NOTARY - ERIC KING, 5951 NE Elliott Circle, Corvallis OR 97330, United States, 06/27/2025, Owner, Notary, NIR, 1 HR/MO - 1 HR/MO TRADING 6. FIRMAURA INC, 5951 NE Elliott Circle, Corvallis OR 97330, United States, 01/01/2026, Owner, Software program, NIR, 10 HR/MO - 4 HR/MO TRADING 7. BRIDGES TAX PLANNING, 7802 Kingspointe Pkwy, Ste 101, Orlando FL 32819, United States, 01/01/2026, Owner, Tax Services, NIR, 10 HR/MO - 8 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-01 |
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