Daniel Arthur Kautz

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

• 10/2005 → 06/2023
  American Portfolios Financial Services
  Getzville, NY
• 06/2023 → 09/2023
  Sagepoint Financial, Inc.
  Williamsville, NY
• 06/2023 → Present
  The Ameriflex Group
  Las Vegas, NV
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Williamsville, NY
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2009-04-07 → 2023-06-16
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. THE AMERIFLEX GROUP, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 06/12/2023, IAR, 1099, INV REL, 175 HR/MO - 175 HR/MO TRADING 2. KAUTZ/BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC, 1976 Wehrle Dr, Suite 7-8, Williamsville NY 14221, United States, 07/08/2020, Owner, 1099, INV REL, 175 HR/MO - 175 HR/MO TRADING 3. SPECIFIC SOLUTION, 475 International Dr, Suite 100, Williamsville NY 14221, United States, 08/13/2024, Specific Solution, Insurance/Benefits/Human Resources, NIR, 10HR/MO - 10 HR/MO TRADING 4. RETIREMENT BY DESIGN, 1967 Wehrle Dr, Suite7-8, Williamsville NY 14221, United States, 01/01/2025, Founder, Marketing, NIR, 3 HR/MO - 3 HR/MO TRADING 5. EF & MM HIGGINS FAMILY TRUST DTD 11/13/18, 11/13/2018, Power of Attorney, Position of Trust, NIR, 0 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-26
• S63 Uniform Securities Agent State Law Examination
  1999-02-19

Other Names

• Daniel A Kautz