Russell Warren Telfer

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

• 05/2019 → 09/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2019 → 09/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2018 → 09/2019
  Edgewater Insurance Solutions
  Daly City, CA
• 06/2016 → 01/2018
  Penn Mutual Life Insurance Company
  Redwood Shores, CA
• 09/2019 → 04/2022
  Inflection Business Consulting, Inc - Dba Inflection Advisors
  Los Angeles, CA
• 05/2022 → 09/2023
  Sagepoint Financial, Inc.
  Parker, CO
• 05/2022 → Present
  The Ameriflex Group, Inc.
  Parker, CO
• 08/2019 → 01/2021
  California Public Safety Administrators
  Jackson, CA
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Parker, CO
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2019-09-09 → 2022-04-22
  Inflection Advisors
  Camarillo, CA
  San Jose, CA
  Parker, CO

Other Businesses

1. THE AMERIFLEX GROUP IRIA, 8475 W Sunset Rd., Suite 101, Las Vegas NV 89113, United States, 04/01/2022, IAR, RIA Affiliation - other than CIRA, INV REL, 160 HR/MO - 160 HR/MO TRADING 2. BRIDGES WEALTH MANAGEMENT, 11902 S Hitching Post Trail, Parker CO 80134, United States, 04/01/2022, Financial Advisor, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 3. RUSSELL TELFER, 11902 S Hitching Post Trail, Parker CO 80134, United States, 06/01/2016, Agent, 1099, NIR, 10 HR/MO - 10 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-26
• S66 Uniform Combined State Law Examination
  2019-07-25