Erick
Krosky

The Ameriflex Group

CRD#4268615
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Erick Krosky is a certified financial planner who works in Scottsdale, Arizona. Krosky is currently employed by The Ameriflex Group. Throughout their career, they have worked at Pacific Life Insurance Co, Pacific Select Distributors Inc, Compass Bank, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc, Edward Jones, Sagepoint Financial, Inc, The Ameriflex Group and Bbva Wealth Solutions Inc. Krosky has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona and Texas. The Ameriflex Group is a financial advisory business based out of Las Vegas, NV. The company has offices in 53 locations and a total of 85 financial advisors. It oversees $3 billion in assets between its 6,588 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 32 charitable organizations. Of its 6,588 customer accounts, 15% are held by high-net-worth clients who have at least $1 million in assets available to invest. The Ameriflex Group has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services are based on which services are offered. Fees charged by The Ameriflex Group most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7333 E Doubletree Ranch Suite D200
Scottsdale, AZ 85258

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$3,423,013,375

AZ Average: $664,206,839
Total Number of Employees

85

AZ Average: 10
Total Number of Accounts

6,588

AZ Average: 1,698
Average Account Size

$519,583

AZ Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Erick Krosky Work History

Erick has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Sagepoint Financial, Inc

2023 - Present (1 year)

The Ameriflex Group

2017 - 2023 (6 years)

Edward Jones

2016 - 2017 (1 year)

Compass Bank

2016 - 2017 (1 year)

Bbva Securities Inc

2016 - 2017 (1 year)

Bbva Compass Insurance Agency, Inc

2016 - 2017 (1 year)

Bbva Wealth Solutions Inc

2013 - 2016 (3 years)

Pacific Life Insurance Co

2013 - 2016 (3 years)

Pacific Select Distributors Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Erick Krosky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Ameriflex Group

Andre Ramirez
Torrance, CA
Timothy Mcconnell
Las Vegas, NV
Brian Mcconnell
Lone Tree, CO
Erick Krosky
Scottsdale, AZ
Steven Smailes
Las Vegas, NV
Jonathan Stoner
Albuquerque, NM
Derek Pilkington
Sterling, CO
Mendy Morgan
Delray Beach, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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