Henry
Kochan
The Ameriflex Group
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About this Advisor
Henry Kochan is a financial advisor who works out of Longboat Key, Florida with a total of 2 years of industry experience. Kochan currently works for The Ameriflex Group. Their career trajectory has included roles at Henry C Kochan Jr Pa, Girard Securities, Inc, Ameriprise Financial Services, Inc, Apw Capital, Inc, Sagepoint Financial and The Ameriflex Group, Inc. Kochan has a Series 63 license, designating them as a securities representative, and is able to advise clients in Florida, New Jersey and Texas. The Ameriflex Group is an advisory company that has its headquarters in Las Vegas, NV. The investment advisory business has offices in 53 locations and a total of 85 employees. It has $3 billion in total assets among its 6,588 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 32 charitable organizations. Of its 6,588 client accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. The Ameriflex Group offers 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. Fees for financial management depend on which services the firm provides the client. However, fees charged by The Ameriflex Group likely include 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
Henry Kochan Work History
Henry has been registered as a financial advisor for 2 years.*
Sagepoint Financial
The Ameriflex Group, Inc
Apw Capital, Inc
Ameriprise Financial Services, Inc
Girard Securities, Inc
Henry C Kochan Jr Pa
*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 Henry Kochan 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
Torrance, CA
Scottsdale, AZ
Lone Tree, CO
Las Vegas, NV
Las Vegas, NV
Columbus, OH
Englewood, CO
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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