Stephanie B Wade

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

• 05/2013 → 01/2022
  Financial Advisors Of Delaware Valley
  Marlton, NJ
• 04/2017 → 02/2022
  Principal Life Insurance
  Marlton, NJ
• 03/2016 → 02/2022
  Principal Securities Inc
  Marlton, NJ
• 01/2022 → Present
  The Straub Group Advantage
  Marlton, NJ
• 02/2022 → 06/2025
  Sagepoint Financial, Inc.
  Haddon Heights, NJ
• 02/2022 → Present
  The Ameriflex Group, Inc.
  Haddon Heights, NJ
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Haddon Heights, NJ
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IN

Previous Registrations

• 2009-06-08 → 2022-02-28
  Principal Securities, Inc.
  Marlton, NJ
  Marlton, NJ

Other Businesses

1. RENTAL PROPERTY, 152 Calle Rafael Cordero, Edificio Plaza; Apt 302, San Juna PR 00901, United States, 04/01/2023, Owner, Real Estate, NIR, 5 HR/MO - 0 HR/MO TRADING 2. SCS MANAGEMENT GROUP, LLC, 711 Station Ave, Haddon Heights NJ 08035, United States, 10/19/2009, Owner, Owner/Partner of a Business Entity, NIR, 5 HR/MO - 0 HR/MO TRADING 3. THE AMERIFLEX GROUP, 8475 West Sunset Road, Suite 101, Las Vegas NV 89113, United States 02/25/2022, IAR, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO - 100 HR/MO TRADING 4. THE STRAUB GROUP ADVANTAGE, 711 Station Ave, Haddon Heights NJ 08035, United States, 01/01/1993, Owner, Insurance/Benefits/Human Resources, NIR, 80 HR/MO - 80 HR/MO TRADING 5. 711 STATION, LLC, 711 Station Ave, Haddon Heights NJ 08035, United States, 01/01/2022, Owner, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-05
• S63 Uniform Securities Agent State Law Examination
  1993-11-01

Other Names

• Stephanie Brooke Straub
• Stephanie B Straub
• Stephanie Bs Catillo
• Stephanie Bs Catillo