Stephanie
Wade

The Ameriflex Group

CRD#2414567
Investment Advisor
in Haddon Heights, NJ

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About this Advisor

Stephanie Wade is a financial advisor operating in Haddon Heights, New Jersey with a total of 1 year of industry experience. Wade is currently employed by The Ameriflex Group. Their career trajectory has included roles at Princor Financial Services Corp, Straub, Stepanski, Catillo & Associates, Financial Advisors Of Delaware Valley, The Straub Group Advantage, The Ameriflex Group, Inc, Principal Life Insurance, Principal Securities Inc and Sagepoint Financial, Inc. Wade maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey, Pennsylvania and Texas. The Ameriflex Group is a registered investment company operating out of Las Vegas, NV. The company has offices in 53 locations and a total of 85 people on staff. It manages $3 billion in assets under management between its 6,588 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 32 charitable organizations. Of its 6,588 customer accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The Ameriflex Group performs a number 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 fee schedules typically vary depending on the services. Fee types charged by The Ameriflex Group may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

711 Station Ave.
Haddon Heights, NJ 08035

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$3,423,013,375

NJ Average: $664,206,839
Total Number of Employees

85

NJ Average: 10
Total Number of Accounts

6,588

NJ Average: 1,698
Average Account Size

$519,583

NJ 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

Stephanie Wade Work History

Stephanie has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Straub Group Advantage

2022 - Present (2 years)

The Ameriflex Group, Inc

2022 - Present (2 years)

Sagepoint Financial, Inc

2017 - 2022 (5 years)

Principal Life Insurance

2016 - 2022 (6 years)

Principal Securities Inc

2013 - 2022 (9 years)

Financial Advisors Of Delaware Valley

2008 - 2016 (8 years)

Straub, Stepanski, Catillo & Associates

2002 - 2016 (14 years)

Princor Financial Services Corp

*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 Stephanie Wade 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

Brian Mcconnell
Lone Tree, CO
Timothy Mcconnell
Las Vegas, NV
Andre Ramirez
Torrance, CA
Steven Smailes
Las Vegas, NV
Erick Krosky
Scottsdale, AZ
Mendy Morgan
Delray Beach, FL
Jordan Underhill
Tucson, AZ
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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