Gerald
Kleber
The Ameriflex Group
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About this Advisor
Gerald Kleber is a financial advisor based in Brea, California, working with The Ameriflex Group. Gerald has previously held positions at Hornor Townsend & Kent, Inc, Penn Mutual Life Insurance Company, The Ameriflex Group, Inc, Osaic Wealth, Inc, and Sagepoint Financial, Inc. Gerald has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Gerald is part of The Ameriflex Group, which operates out of Brea, California. 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
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gerald Kleber Work History
Osaic Wealth, Inc
The Ameriflex Group, Inc
Penn Mutual Life Insurance Company
Sagepoint Financial, Inc
Hornor Townsend & Kent, Inc
Disclosures
Please visit the SEC profile of Gerald Kleber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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