Kelli Jo Carmichael

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

• 01/1985 → 10/2023
  Lincoln Financial Advisors Corporation
  Casper, WY
• 10/2023 → 06/2025
  Osaic
  Casper, WY
• 10/2023 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2011-12-22 → 2023-10-30
  Osaic Fa, Inc.
  Casper, WY
  Casper, WY

Other Businesses

1) DJEM, LLC, 2914 S Coffman Ave, Casper WY 82604, 07/2025, Managing Member, Owner/Partner of a Business Entity, NIR, 1 HR/MO, 1 HR/MO TRADING. 2) KELLI CARMICHAEL, 504 S Durbin, Casper WY 82601, 07/2025, Agent, 1099, NIR, 10 HR/MO, 10 HR/MO TRADING. 3) KELLI CARMICHAEL, 504 S Durbin, Casper WY 82601, 07/2025, Consultant, 1099, NIR, 1 HR/MO, 1 HR/MO TRADING. 4) KELLI CARMICHAEL, 504 S Durbin, Casper WY 82601, 07/2025, Board Member, Volunteer, NIR, 6 HR/MO, 6 HR/MO TRADING. 5) PRONGHORN WEALTH, LLC, 504 S Durbin, Casper WY 82601, 07/2025, Member of Partnership, DBA Name, NIR, 5 HR/MO, 5 HR/MO TRADING. 6) THE AMERIFLEX GROUP, 504 S Durbin, Casper WY 82601, 07/2025, Investment Advisor Representative, 1099, INV REL, 170 HR/MO, 100 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-05
• S63 Uniform Securities Agent State Law Examination
  1991-09-06

Other Names

• Kelli Jo Ditsch