Rylan
Rozell
The Ameriflex Group
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About this Advisor
Rylan Rozell is a certified financial planner based in Las Vegas, Nevada who has 3 years of industry experience. Rozell is on the advisory team at The Ameriflex Group. Over the course of their career, they have held roles at Liberty Partners Financial Services, Sagepoint Financial, Inc and The Ameriflex Group, Inc. Rozell holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California, Montana and Texas. The Ameriflex Group is a registered investment firm that has its headquarters in Las Vegas, NV. The company has offices in 53 locations and a total of 85 employees. It controls $3 billion in total assets across its 6,588 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 32 charities and foundations. Of its 6,588 accounts, 15% are held by high-net-worth investors who have more than $1 million in assets. The business performs a wide assortment 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 fees largely vary depending on which services the firm provides the client. However, fees billed by The Ameriflex Group likely are comprised 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
Rylan Rozell Work History
Rylan has been registered as a financial advisor for 3 years.*
The Ameriflex Group, Inc
Sagepoint Financial, Inc
Liberty Partners Financial Services
*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 Rylan Rozell 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
Las Vegas, NV
Lone Tree, CO
Torrance, CA
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Scottsdale, AZ
Bandon, OR
Phoenix, AZ
Long Beach, CA
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.
