Andrew
Blunt

The Ameriflex Group

CRD#4218755
Investment Advisor
in Denver, CO

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About this Advisor

Andrew Blunt is a financial advisor based in Denver, Colorado, working with The Ameriflex Group. Andrew has previously held positions at Ing Financial Partners, Inc, Cooney Associates, Inc, Voya Financial Advisors, Sagepoint Financial, Inc, The Ameriflex Group, Inc, and Osaic Wealth, Inc. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Andrew is part of The Ameriflex Group, which operates out of Denver, Colorado. 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 63, Series 65, 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

789 Sherman Street Suite 550
Denver, CO 80203

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

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

149

CO Average: 10
Total Number of Accounts

16,327

CO Average: 1,698
Average Account Size

$399,485

CO 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

Andrew Blunt Work History

2023 - Present (2 years)

Osaic Wealth, Inc

2020 - Present (5 years)

Sagepoint Financial, Inc

2020 - Present (5 years)

The Ameriflex Group, Inc

2011 - Present (14 years)

Cooney Associates, Inc

2014 - 2020 (6 years)

Voya Financial Advisors

2009 - 2014 (5 years)

Ing Financial Partners, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Andrew Blunt 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

Preston Tharp
Lubbock, TX
Christian Lemke
Las Vegas, NV
Noah Weinstein
Jamestown, NY
Andre Ramirez
Torrance, CA
Wade Cross
Lubbock, TX
Winston Waring
Scottsdale, AZ
Donald Buckley
Buffalo, NY
Christine Lane
Pittsford, NY

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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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