Tad
Lyle

The Ameriflex Group

CRD#2005428
Investment Advisor
in Englewood, CO

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About this Advisor

Tad Lyle is a financial advisor based out of Englewood, Colorado with 2 years of industry experience. Lyle is currently employed by The Ameriflex Group. Their career trajectory has included roles at Princor Financial Services Corporation, Principal Life Insurance Company, Planning Resources Inc, Principal Securities Inc, Sagepoint Financial, Inc and The Ameriflex Group, Inc. Lyle has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Colorado and Texas. The Ameriflex Group is a firm operating out of Las Vegas, NV. The investment advisory business has offices in 53 locations and a total of 85 people on staff. It has $3 billion in assets under management across its 6,588 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 32 charities and foundations. Of its 6,588 customer accounts, 15% are held by high-net-worth investors who have greater than $1 million in assets. The company has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually depend on the type of services offered. However, fees billed by The Ameriflex Group most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 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

116 Iverness Dr. E Suite 275
Englewood, CO 80112

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$3,423,013,375

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

85

CO Average: 10
Total Number of Accounts

6,588

CO Average: 1,698
Average Account Size

$519,583

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

Tad Lyle Work History

Tad has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sagepoint Financial, Inc

2021 - Present (3 years)

The Ameriflex Group, Inc

2016 - 2021 (5 years)

Principal Securities Inc

1999 - 2021 (22 years)

Planning Resources Inc

1998 - 2021 (23 years)

Principal Life Insurance Company

1989 - 2016 (27 years)

Princor Financial Services Corporation

*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 Tad Lyle 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

Erick Krosky
Scottsdale, AZ
Brian Mcconnell
Lone Tree, CO
Steven Smailes
Las Vegas, NV
Timothy Mcconnell
Las Vegas, NV
Andre Ramirez
Torrance, CA
Boris Castillo
Long Beach, CA
Marshall Moua
Las Vegas, NV
Mary Harris
Phoenix, 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.

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