Charles Bradford Smoak

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

• 09/1985 → 05/2019
  Mutual/United Of Omaha
  Columbia, SC
• 09/1985 → 05/2019
  Mutual Of Omaha Investor Services, Inc.
  Columbia, SC
• 05/2019 → 06/2024
  Securities America, Inc.
  Columbia, SC
• 05/2019 → 06/2024
  Securities America Advisors, Inc.
  Columbia, SC
• 06/2024 → 06/2025
  Osaic Wealth, Inc.
  Columbia, SC
• 06/2025 → Present
  The Ameriflex Group
  Las Vegas, NV
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2024-06-14 → 2025-07-10
  Osaic Wealth, Inc.
  Columbia, SC
• 2019-05-06 → 2024-06-14
  Securities America Advisors, Inc.
  Columbia, SC
  Columbia, SC
• 2011-08-19 → 2019-05-28
  Mutual Of Omaha Investor Services, Inc.
  Greenville, SC
  Bluffton, SC
  Columbia, SC
  Asheville, NC
  Greenville, SC
  Asheville, NC
  Asheville, NC
  Columbia, SC
  Martinez, GA
  Omaha, NE
  Columbia, SC

Other Businesses

1) THE AMERIFLEX GROUP, 8475 West Sunset Rd, Suite 101, Las Vegas NV 89113, 02/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO, 100 HR/MO TRADING. 2) CHARLES B SMOAK, 1406 Beaver Dam Rd Columbia SC 29212 United States, 09/1985, Agent, Insurance/Benefits/Human Resources, NIR, 20 HR/MO - 20 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-02
• S63 Uniform Securities Agent State Law Examination
  1986-09-20

Designations

• Certified Financial Planner

Other Names

• Brad Smoak