Derrick
Sweeney

The Ameriflex Group

CRD#4413138
Investment Advisor
in Columbus, OH

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About this Advisor

Derrick Sweeney is a financial advisor based in Columbus, Ohio, working with The Ameriflex Group. Derrick has previously held positions at Princor Financial Services Corporation, Principal Life Insurance Company, Ryan Smith Financial Services, Rs Advisors, Principal Securities Inc, Sagepoint Financial, Inc, The Ameriflex Group, and Osaic Wealth, Inc. Derrick has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Derrick is part of The Ameriflex Group, which operates out of Columbus, Ohio. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

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

222 E. Town Street Suite 150
Columbus, OH 43215

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

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

149

OH Average: 10
Total Number of Accounts

16,327

OH Average: 1,698
Average Account Size

$399,485

OH 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

Derrick Sweeney Work History

2023 - Present (2 years)

Osaic Wealth, Inc

2022 - Present (3 years)

The Ameriflex Group

2020 - Present (5 years)

Rs Advisors

2013 - Present (12 years)

Ryan Smith Financial Services

2022 - 2023 (1 year)

Sagepoint Financial, Inc

2016 - 2022 (6 years)

Principal Securities Inc

2012 - 2016 (4 years)

Princor Financial Services Corporation

2012 - 2022 (10 years)

Principal Life Insurance Company

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Disclosures

Please visit the SEC profile of Derrick Sweeney 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

Jesse Shepherd
Fort Wayne, IN
Christina King
St Petersburg, FL
Wade Cross
Lubbock, TX
Roger Olson
Fort Collins, CO
Dean Dowson
Denver, CO
Winston Waring
Scottsdale, AZ
Donald Buckley
Buffalo, NY
Christine Lane
Pittsford, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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