Dean
Dowson

The Ameriflex Group

CRD#5321540
Investment Advisor
in Denver, CO

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About this Advisor

Dean Dowson is a financial advisor based out of Denver, Colorado, who has 3 years of industry experience. Dowson is on the advisory team at The Ameriflex Group. During their career, Dowson has held roles at Axa Advisors, LLC, Stephen A. Kohn & Associates, LTD, Aveo Capital Partners, LLC, Voya Financial Advisors, The Ameriflex Group, Inc and Sagepoint Financial, Inc. Dowson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Texas. The Ameriflex Group is a financial advisory company that has its headquarters in Las Vegas, NV. It has offices in 53 locations and a total of 85 advisors. It handles $3 billion in total assets across its 6,588 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 32 charitable organizations. Of its 6,588 customer accounts, 15% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company offers a number of services, such as 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 typically depend on which service is provided. Fee types billed by The Ameriflex Group may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

789 Sherman Street Suite 550
Denver, CO 80203

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$3,423,013,375

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

85

CO Average: 10
Total Number of Accounts

6,588

CO Average: 1,698
Average Account Size

$519,583

CO 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

Dean Dowson Work History

Dean has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

The Ameriflex Group, Inc

2020 - Present (4 years)

Sagepoint Financial, Inc

2018 - 2020 (2 years)

Voya Financial Advisors

2014 - 2018 (4 years)

Stephen A. Kohn & Associates, LTD

2014 - 2018 (4 years)

Aveo Capital Partners, LLC

2007 - 2014 (7 years)

Axa Advisors, LLC

*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 Dean Dowson 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
Andre Ramirez
Torrance, CA
Timothy Mcconnell
Las Vegas, NV
Steven Smailes
Las Vegas, NV
Mary Harris
Phoenix, AZ
Shellissa Cassoday
Bandon, OR
Boris Castillo
Long Beach, CA

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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