Hannah
Buschbom
The Ameriflex Group
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About this Advisor
Hannah Buschbom is a certified financial planner working out of Santa Barbara, California who has 3 years of industry experience. Buschbom is on the advisory team at The Ameriflex Group. During their career, Buschbom has held roles at Sagepoint Financial, Ameriflex Financial Services and The Ameriflex Group, Inc. Buschbom maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. The Ameriflex Group is a firm that has its headquarters in Las Vegas, NV. The company has offices in 53 locations and a total of 85 advisors. It has $3 billion in assets under management across its 6,588 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 32 charities and foundations. Of its 6,588 customer accounts, 15% are associated with high-net-worth investors who have more than $1 million in assets. The firm has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules depend on the type of services provided. Fee types billed by The Ameriflex Group likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$3,423,013,375
85
6,588
$519,583
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
Hannah has been registered as a financial advisor for 3 years.*
The Ameriflex Group, Inc
Sagepoint Financial
Ameriflex Financial Services
*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 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
Las Vegas, NV
Las Vegas, NV
Torrance, CA
Scottsdale, AZ
Lone Tree, CO
Delray Beach, FL
Columbus, OH
Tucson, AZ
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.
