Michael
Pashak

The Ameriflex Group

CRD#2857151
Investment Advisor
in Las Vegas, NV

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About this Advisor

Michael Pashak is a financial advisor based out of Las Vegas, Nevada with 3 years of industry experience. Pashak is on the advisory team at The Ameriflex Group. During their career, the advisor has held roles at World Equity Group, Mutual Bank Of Omaha, Lpl Financial LLC, The Ameriflex Group, Inc and Sagepoint Financial, Inc. Pashak has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Nevada. The Ameriflex Group is a registered investment business that has its headquarters in Las Vegas, NV. The firm has offices in 53 locations and a total of 85 people on staff. It controls $3 billion in assets under management among its 6,588 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 32 charitable organizations. Of its 6,588 client accounts, 15% are associated with high-net-worth investors who have more than $1 million in investable assets. The Ameriflex Group offers 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 charged by financial advisors largely vary depending on which services are offered. However, fee types charged by The Ameriflex Group most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Michael Pashak Work History

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

2020 - Present (4 years)

The Ameriflex Group, Inc

2018 - Present (6 years)

Sagepoint Financial, Inc

2014 - 2018 (4 years)

Mutual Bank Of Omaha

2014 - 2018 (4 years)

Lpl Financial LLC

2010 - 2014 (4 years)

World Equity Group

*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 Michael Pashak 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
Timothy Mcconnell
Las Vegas, NV
Andre Ramirez
Torrance, CA
Erick Krosky
Scottsdale, AZ
Jordan Underhill
Tucson, AZ
Quintin Startzer
Englewood, CO
Shellissa Cassoday
Bandon, OR

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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