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 based in Columbus, Ohio, working with The Ameriflex Group. Ryan has previously held positions at Princor Financial Services Corporation, Principal Life Insurance Company, Ryan Smith Financial Services, Firefighter Integrity Retirement Enterprise, Principal Securities Inc, Sagepoint Financial, Inc, The Ameriflex Group, Osaic Wealth, Inc, Union Financial Inc, and Rs Advisors. Ryan has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Ryan 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

Ryan Smith Work History

2023 - Present (2 years)

Osaic Wealth, Inc

2022 - Present (3 years)

The Ameriflex Group

2019 - Present (6 years)

Rs Advisors

2022 - 2023 (1 year)

Sagepoint Financial, Inc

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

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

Christine Lane
Pittsford, NY
Winston Waring
Scottsdale, AZ
Christina King
St Petersburg, FL
Quy Nguyen
Auburn, WA
Noah Weinstein
Jamestown, NY
Roger Olson
Fort Collins, CO
Christian Lemke
Las Vegas, NV
Jesse Shepherd
Fort Wayne, IN

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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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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