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 who has 1 year of industry experience. Sweeney is an advisor for The Ameriflex Group. Their career trajectory has included roles at Princor Financial Services Corporation, Principal Life Insurance Company, Ryan Smith Financial Services, Rs Advisors, The Ameriflex Group, Principal Securities Inc and Sagepoint Financial, Inc. Sweeney holds a Series 63 license, certifying them as a securities broker, and is approved to advise clients in Ohio and Texas. The Ameriflex Group is a registered investment business based in Las Vegas, NV. The firm has offices in 53 locations and a total of 85 employees. It controls $3 billion in assets under management across its 6,588 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 32 charities and foundations. Of its 6,588 accounts, 15% are associated with high-net-worth clients who have more than $1 million in assets. The company performs a broad 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 advisory fees largely are based on which services are offered. Fees charged by The Ameriflex Group likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

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

222 E. Town Street Suite 150
Columbus, OH 43215

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$3,423,013,375

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

85

OH Average: 10
Total Number of Accounts

6,588

OH Average: 1,698
Average Account Size

$519,583

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

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

2022 - Present (2 years)

The Ameriflex Group

2022 - Present (2 years)

Sagepoint Financial, Inc

2020 - Present (4 years)

Rs Advisors

2013 - Present (11 years)

Ryan Smith Financial Services

2016 - 2022 (6 years)

Principal Securities Inc

2012 - 2016 (4 years)

Princor Financial Services Corporation

2012 - 2022 (10 years)

Principal Life Insurance Company

*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 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

Erick Krosky
Scottsdale, AZ
Brian Mcconnell
Lone Tree, CO
Timothy Mcconnell
Las Vegas, NV
Andre Ramirez
Torrance, CA
Steven Smailes
Las Vegas, NV
Boris Castillo
Long Beach, CA
Jordan Underhill
Tucson, AZ
Derek Pilkington
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.

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