Rick
Cluck
The Ameriflex Group
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About this Advisor
Rick Cluck is a certified financial planner working out of Las Vegas, Nevada with 3 years of industry experience. Cluck works at The Ameriflex Group. Their career trajectory has included roles at Heritage Financial Advisors, Securities America, Inc, Securities America Advisors, Sagepoint Financial, Inc and The Ameriflex Group, Inc. Cluck maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona and Texas. The Ameriflex Group is a 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 oversees $3 billion in assets under management among its 6,588 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 32 charitable organizations. Of its 6,588 client accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees are based on which service is provided. Fees billed by The Ameriflex Group likely include some blend of 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
Rick Cluck Work History
Rick has been registered as a financial advisor for 3 years.*
The Ameriflex Group, Inc
Sagepoint Financial, Inc
Heritage Financial Advisors
Securities America, Inc
Securities America Advisors
*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 Rick Cluck 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
Lone Tree, CO
Torrance, CA
Las Vegas, NV
Scottsdale, AZ
Las Vegas, NV
Delray Beach, FL
Huntington Beach, CA
Columbus, OH
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.
