Michele
Fortney-Leach

The Ameriflex Group

CRD#2140952
Investment Advisor
in Las Vegas, NV

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About this Advisor

Michele Fortney-Leach is a financial advisor working out of Las Vegas, Nevada with 3 years of industry experience. Fortney-Leach is currently employed by The Ameriflex Group. Over the course of their career, Fortney-Leach has held roles at Sagepoint Financial, Inc, The Ameriflex Group, LLC, Lpl Financial LLC and Summit Financial Consultants, Inc. Fortney-Leach holds a Series 63 license, qualifying them as a securities representative, and can advise clients in California and Texas. The Ameriflex Group is a business that has its headquarters in Las Vegas, NV. The firm has offices in 53 locations and a total of 85 advisors. It has $3 billion in assets between its 6,588 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 32 charities and foundations. Of its 6,588 client accounts, 15% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually depend on which services the firm provides the client. Fees charged by The Ameriflex Group most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

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

8475 W. Sunset Road, Suite 101
Las Vegas, NV 89113

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$3,423,013,375

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

85

NV Average: 10
Total Number of Accounts

6,588

NV Average: 1,698
Average Account Size

$519,583

NV 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

Michele Fortney-Leach Work History

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

2020 - Present (4 years)

The Ameriflex Group, LLC

2015 - Present (9 years)

Sagepoint Financial, Inc

2001 - 2015 (14 years)

Lpl Financial LLC

2001 - 2015 (14 years)

Summit Financial Consultants, 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 Michele Fortney-Leach 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

Steven Smailes
Las Vegas, NV
Brian Mcconnell
Lone Tree, CO
Erick Krosky
Scottsdale, AZ
Timothy Mcconnell
Las Vegas, NV
Andre Ramirez
Torrance, CA
Mary Harris
Phoenix, AZ
Jonathan Stoner
Albuquerque, NM
Marshall Moua
Las Vegas, NV

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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