David Richard Ojerholm

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

• 09/2007 → 09/2016
  Cssc Brokerage Services, Inc.
  Worcester, MA
• 12/2004 → 09/2016
  Cssc Investment Advisory Services, Inc.
  Worcester, MA
• 08/2016 → 03/2017
  Msi Financial Services, Inc
  Worcester, MA
• 03/2017 → 02/2018
  Mml Investors Services, Llc
  Worcester, MA
• 07/2016 → 02/2018
  Massmutual Life Insurance Company
  Worcester, MA
• 02/2018 → 08/2024
  Lpl Financial, Llc
  Waltham, MA
• 02/2018 → 08/2024
  Integrated Wealth Concepts Llc
  Waltham, MA
• 08/2024 → 06/2025
  Osaic
  Worcester, MA
• 08/2024 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2018-02-13 → 2024-08-20
  Integrated Wealth Concepts Llc
  Waltham, MA
  Waltham, MA
• 2017-03-25 → 2018-02-05
  Mml Investors Services, Llc
  Worcester, MA
• 2016-09-09 → 2017-03-25
  Msi Financial Services, Inc.
  Boston, MA
  Worcester, MA
• 2007-12-18 → 2016-09-30
  Trustee Empowerment & Protection, Inc.
  Worcester, MA
  Troy, MI

Other Businesses

1) 333 INVESTMENT PARTNERS LLC, 333 SOUTHWEST CUTOFF, NORTHBORO MA 01532, United States, OWNER, REAL ESTATE, NIR, 0 HR/MO - 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-27