Zachary
Johnson
The Ameriflex Group
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About this Advisor
Zachary Johnson is a financial advisor working out of Denver, Colorado who has 1 year of relevant experience. Johnson is currently employed by The Ameriflex Group. Their career trajectory has included roles at Dushanbe Tea House, Barton Financial Services, Outward Hound, Whole Foods, University Of Colorado Boulder, Sol Cocina, Transcontinent Oil Company, Ups, South Garden Chinese Food, Rock Canyon High School, Rocky Heights Middle School and Sagepoint Financial, Inc. Johnson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. The Ameriflex Group is a registered investment firm operating out of Las Vegas, NV. The firm has offices in 53 locations and a total of 85 advisors. It handles $3 billion in assets among its 6,588 client accounts, placing it among the biggest financial advisory 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 individuals who have more than $1 million in investable assets. The Ameriflex Group performs 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 for financial advice largely depend on which service is provided. However, fee types billed by The Ameriflex Group likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$3,423,013,375
85
6,588
$519,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Zachary Johnson Work History
Zachary has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
Barton Financial Services
Whole Foods
Dushanbe Tea House
Barton Financial Services
Outward Hound
Sol Cocina
Ups
University Of Colorado Boulder
Transcontinent Oil Company
University Of Colorado Boulder
South Garden Chinese Food
Rock Canyon High School
Rocky Heights Middle School
*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 Zachary Johnson 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
Lone Tree, CO
Scottsdale, AZ
Torrance, CA
Las Vegas, NV
Las Vegas, NV
Phoenix, AZ
Tucson, AZ
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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