Hannah
Buschbom

The Ameriflex Group

CRD#5752976
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Hannah Buschbom is a financial advisor based in Santa Barbara, California, working with The Ameriflex Group. Hannah has previously held positions at Sagepoint Financial, Ameriflex Financial Services, The Ameriflex Group, Inc, and Osaic Wealth, Inc. Hannah has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Hannah is part of The Ameriflex Group, which operates out of Santa Barbara, 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

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

3700 State Street Suite 240
Santa Barbara, CA 93105

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

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

149

CA Average: 10
Total Number of Accounts

16,327

CA Average: 1,698
Average Account Size

$399,485

CA 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

Hannah Buschbom Work History

2023 - Present (1 year)

Osaic Wealth, Inc

2020 - Present (4 years)

The Ameriflex Group, Inc

2012 - Present (12 years)

Sagepoint Financial

2010 - Present (14 years)

Ameriflex Financial Services

Disclosures

Please visit the SEC profile of Hannah Buschbom 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

Roger Olson
Fort Collins, CO
Quy Nguyen
Auburn, WA
Noah Weinstein
Jamestown, NY
Christian Lemke
Las Vegas, NV
Andre Ramirez
Torrance, CA
Winston Waring
Scottsdale, AZ
Donald Buckley
Buffalo, NY
Dean Dowson
Denver, CO

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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