Ryan
Smith

The Ameriflex Group

CRD#2651164
Investment Advisor
in Columbus, OH

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About this Advisor

Ryan Smith is a financial advisor working out of Columbus, Ohio with a total of 1 year of relevant experience. Smith is on the advisory team at The Ameriflex Group. Over the course of their career, they have held roles at Princor Financial Services Corporation, Principal Life Insurance Company, Ryan Smith Financial Services, Firefighter Integrity Retiremetn Enterprise, The Ameriflex Group, Rs Advisors, Principal Securities Inc, Union Financial Inc and Sagepoint Financial, Inc. Smith holds a Series 63 license, designating them as a securities agent, and can serve investors in Ohio and Texas. The Ameriflex Group is a financial advisory business that has its headquarters in Las Vegas, NV. The company has offices in 53 locations and a total of 85 advisors. It controls $3 billion in assets among its 6,588 customer accounts, making it one of the largest 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 investors who have more than $1 million in assets available to invest. The Ameriflex Group offers 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. Fees charged by financial advisors usually vary depending on which service is provided. However, fee types billed by The Ameriflex Group can include 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

Ryan Smith Work History

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

2022 - Present (2 years)

The Ameriflex Group

2022 - Present (2 years)

Sagepoint Financial, Inc

2019 - Present (5 years)

Rs Advisors

2021 - 2022 (1 year)

Union Financial Inc

2016 - 2022 (6 years)

Principal Securities Inc

2008 - 2019 (11 years)

Firefighter Integrity Retiremetn Enterprise

2005 - 2019 (14 years)

Ryan Smith Financial Services

1998 - 2022 (24 years)

Principal Life Insurance Company

1995 - 2016 (21 years)

Princor Financial Services Corporation

*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 Ryan Smith 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
Jesse Kurrasch
Las Vegas, NV
Shellissa Cassoday
Bandon, OR
Quintin Startzer
Englewood, 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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