Brett
Straub
The Ameriflex Group
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About this Advisor
Brett Straub is a certified financial planner and chartered financial consultant based in Malvern, Pennsylvania with 1 year of relevant experience. Straub is currently employed by The Ameriflex Group. During their career, the advisor has held roles at Princor Financial Service Corporation, Principal Life Insurance, The Straub Group Wealth Management Services, The Straub Group Advantage, Principal Securities Inc, Sagepoint Financial Inc and The Ameriflex Group, Inc. Straub maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey and Pennsylvania. The Ameriflex Group is a financial advisory company headquartered in Las Vegas, NV. The investment advisory business has offices in 53 locations and a total of 85 advisors. It administers $3 billion in assets under management across its 6,588 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 32 charities and foundations. Of its 6,588 accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a wide range 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 are based on which services the firm provides the client. However, fees billed by The Ameriflex Group can consist of 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
Brett Straub Work History
Brett has been registered as a financial advisor for 1 years.*
Sagepoint Financial Inc
The Ameriflex Group, Inc
The Straub Group Advantage
Principal Securities Inc
The Straub Group Wealth Management Services
Princor Financial Service Corporation
Principal Life Insurance
*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 Brett Straub 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
Scottsdale, AZ
Las Vegas, NV
Lone Tree, CO
Torrance, CA
Las Vegas, NV
Englewood, CO
Albuquerque, NM
Sterling, CO
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.
