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Melissa Yano

The Ameriflex Group

Las Vegas, NV

Folsom, CA

CRD 6297372

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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:

Current Employers
The Ameriflex Group

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-12
  • CA RA
    APPROVED
    Since 2026-06-12

Branch Locations

8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113 • United States

101 Parkshore Drive, Folsom, CA 95630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Wealth Planners, Llc Folsom CA 01/2021 Present
Capital Region Financial Group, Llc Folsom CA 10/2011 12/2020
The Ameriflex Group, Inc. Las Vegas NV 06/2026 Present
  • 01/2021 → Present
    Capital Wealth Planners, Llc
    Folsom, CA
  • 10/2011 → 12/2020
    Capital Region Financial Group, Llc
    Folsom, CA
  • 06/2026 → Present
    The Ameriflex Group, Inc.
    Las Vegas, NV
Previous Registrations
Other Businesses

INSURANCE; INVESTMENT-RELATED; CALIFORNIA; INSURANCE AGENT; START DATE: 2016; SALES OF VARIOUS INSURANCE PRODUCTS.

Designations
  • Certified Financial Planner
Other Names
  • Melissa Marie Winkle
  • Melissa Marie Casey
  • Melissa Marie Yano
  • Melissa Yano

View on SEC IAPD

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