The Ameriflex Group
The AmeriFlex Group® is recognized as The Home for Hybrids® - BD/RIA Transitional Wealth Planners™ (financial advisors). The TAG RIA is owned-and-operated by its advisor members & partners. Important disclosures can be found here:<> Content provided via links to third-party sites should not be considered an endorsement of third-party content.
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Verified contacts
35
available on Kipplo
LinkedIn employees
47
51 to 200 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
2
tools in use
Monthly traffic
986
organic / mo
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Decision-makers and verified team members
35 contacts with verified email or phone · masked until revealed.
- MM
Marshall Moua
Director of Operations · Operations
EmailPhone - AA
Alejandra Avalos
Office Manager · Operations
EmailPhone - AR
Andrew Rores
Financial Consultant & Wealth Manager · Other
EmailPhone - RR
Rylan Rozell
Wealth Manager · Finance & Accounting
EmailPhone - SA
Shannon Armstrong
Client Services Manager · Customer/Client Service
EmailPhone - CH
Catherine Harris
Financial Advisor · Finance & Accounting
EmailPhone - MF
Mark Foster
Financial Advisor · Finance & Accounting
EmailPhone - HB
Hannah Buschbom
Chief Transitional Wealth Planner · Other
EmailPhone - CK
Christina King
Director of Operations (Advisor Transitions) · Other
EmailPhone
Showing 9 of 35 verified contacts
Top roles at The Ameriflex Group
22 distinct titles indexed · top 10 shown.
- 10financial advisor
- 3transitional wealth planner
- 2ameriflex premier concierge
- 2wealth manager
- 1, &
- 1branch manager
- 1chief transitional wealth planner
- 1client services manager
- 1client services representative
- 1compliance and supervision principal
- +12more titles
Sign up to unlock all 35 contacts at The Ameriflex Group
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