Keith
Klein

The Ameriflex Group

CRD#2632615
Investment Advisor
in Tempe, AZ

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About this Advisor

Keith Klein is a certified financial planner and chartered financial consultant operating out of Tempe, Arizona with a total of 3 years of industry experience. Klein is an advisor for The Ameriflex Group. Their career trajectory has included roles at Foothill Securities Inc, Cue Financial Group, Inc, Turning Pointe Wealth Management, Securities America, Inc, Sagepoint Financial, Inc, The Ameriflex Group, Inc and Pfg Advisors, LLC. Klein holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona and Texas. The Ameriflex Group is a financial advisory business headquartered in Las Vegas, NV. The firm has offices in 53 locations and a total of 85 employees. It controls $3 billion in assets under management across its 6,588 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 32 charities and foundations. Of its 6,588 accounts, 15% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a wide set of services, including 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 typically are based on which services are offered. However, fee types billed by The Ameriflex Group likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

3 years

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

60 East Rio Salado Parkway Suite 900
Tempe, AZ 85281

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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

Keith Klein Work History

Keith has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Sagepoint Financial, Inc

2020 - Present (4 years)

The Ameriflex Group, Inc

2011 - Present (13 years)

Turning Pointe Wealth Management

2018 - 2020 (2 years)

Pfg Advisors, LLC

2016 - 2020 (4 years)

Securities America, Inc

2011 - 2016 (5 years)

Foothill Securities Inc

2011 - 2018 (7 years)

Cue Financial Group, 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 Keith Klein 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

Brian Mcconnell
Lone Tree, CO
Andre Ramirez
Torrance, CA
Erick Krosky
Scottsdale, AZ
Steven Smailes
Las Vegas, NV
Timothy Mcconnell
Las Vegas, NV
Shellissa Cassoday
Bandon, OR
Jesse Kurrasch
Las Vegas, NV
Boris Castillo
Long Beach, CA

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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