Debra K. Barton

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

• 01/2010 → 11/2019
  H. Beck, Inc.
  Rockville, MD
• 09/2007 → Present
  Barton Financial Services, Inc. - Insurance
  Denver, CO
• 11/2019 → 09/2023
  Sagepoint Financial, Inc.
  Denver, CO
• 07/2020 → Present
  The Ameriflex Group, Inc.
  Denver, CO
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Denver, CO
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2024-03-20 → 2025-07-10
  Osaic Wealth, Inc.
  Denver, CO
• 2019-11-01 → 2020-12-16
  Osaic Services, Inc.
  Denver, CO
  Las Vegas, NV
  Denver, CO
• 2010-01-04 → 2019-11-08
  Grove Point Investments, Llc
  Worthington, OH
  Worthington, OH
  Denver, CO
  Denver, CO
• 2009-06-10 → 2009-12-31
  Fsc Securities Corporation
  Worthington, OH

Other Businesses

1) THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 06/2025, IAR, INV REL, 170 HR/MO - 100 HR/MO TRADING. 2) BARTON FINANCIAL SERVICES, INC., 2696 S Colorado Blvd, Suite 583, Denver CO 80222, 07/2025, Owner, DBA Name, NIR, 4 HR/MO, 4 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-13

Other Names

• Debra K Edgar
• Debra K. Barton