Derek Ryan Pilkington

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

• 02/2015 → 09/2023
  Sagepoint Financial, Inc.
  Denver, CO
• 12/2021 → Present
  The Ameriflex Group, Inc.
  Sterling, CO
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Denver, CO
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2015-02-27 → 2022-05-18
  Osaic Services, Inc.
  Sterling, CO
  Denver, CO
  Sterling, CO
  Denver, CO
• 2014-09-29 → 2015-02-05
  Arax Advisory Partners
  New York, NY
• 2013-12-03 → 2014-09-22
  Eagle Strategies Llc
  Denver, CO

Other Businesses

1. THE AMERIFLEX GROUP, 8475 W Sunset Rd., Suite 101, Las Vegas NV 89113, United States, 01/2022, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO - 100 HR/MO TRADING 2. PILKINGTON FINANCIAL GROUP LLC, 9175 E Kenyon Ave, Suite 201, Denver CO 80237, United States, 01/01/2017, Owner, DBA Name, NIR, 80 HR/MO - 40 HR/MO TRADING 3. KENYONERO PROPERTIES LLC, 9175 E Kenyon Ave, Suite 201, Denver CO 80237, United States, 01/01/2023, Owner, Real Estate, NIR, 5 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2013-11-22

Designations

• Certified Financial Planner

Other Names

• Derek R Pilkington