Robert Leroy Chess

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

• 01/2014 → 06/2024
  Investacorp Inc
  Miami, FL
• 01/2014 → 06/2024
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Erie, PA
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  La Vista, NE
• 06/2024 → 04/2026
  Osaic Wealth, Inc.
  Erie, PA
• 04/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2026 → Present
  The Ameriflex Group
  Las Vegas, NV

Previous Registrations

• 2024-06-14 → 2026-04-29
  Osaic Wealth, Inc.
  Erie, PA
• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Erie, PA
• 2014-01-21 → 2020-07-17
  Investacorp Advisory Services Inc
  Erie, PA
  Erie, PA
• 2006-12-07 → 2014-01-22
  Invest Financial Corporation
  Erie, PA
  Appleton, WI
  Erie, PA
• 2005-01-10 → 2006-12-08
  Investors Capital Corp.
  Bridgeville, PA
  Erie, PA
  Lynnfield, MA
• 2001-06-20 → 2004-12-31
  Eastern Point Advisors Inc.
  Erie, PA

Other Businesses

1. THE AMERIFLEX GROUP, 8331 Edinboro Rd, Erie PA 16509, United States, 04/27/2026, CFP, RIA Affiliation - other than CIRA, IR, 160 HR/MO - 160 HR/MO TRADING 2. ESTATE SOLUTION PLANNERS INC., 8331 Edinboro Rd, Erie PA 16509, United States, 01/02/2000, Partner, Insurance/Benefits/Human Resources, IR, 160 HR/MO - 160 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-13
• S63 Uniform Securities Agent State Law Examination
  1983-08-30

Designations

• Certified Financial Planner

Other Names

• Bob Leroy Chess