Erick
Krosky

The Ameriflex Group

CRD#4268615
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Erick Krosky is a financial advisor based in Scottsdale, Arizona, working with The Ameriflex Group. Erick has previously held positions 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, Osaic Wealth, Inc, and Bbva Wealth Solutions Inc. Erick has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Erick is part of The Ameriflex Group, which operates out of Scottsdale, Arizona. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

$6,522,387,220

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

149

AZ Average: 10
Total Number of Accounts

16,327

AZ Average: 1,698
Average Account Size

$399,485

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

2023 - Present (1 year)

The Ameriflex Group

2023 - Present (1 year)

Osaic Wealth, Inc

2023 - 2023 (< 1 year)

Sagepoint Financial, Inc

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

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

Noah Weinstein
Jamestown, NY
Winston Waring
Scottsdale, AZ
Christian Lemke
Las Vegas, NV
Quy Nguyen
Auburn, WA
Christine Lane
Pittsford, NY
Christina King
St Petersburg, FL
Wade Cross
Lubbock, TX
Shellissa Cassoday
Bandon, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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