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Steven S

Series 66

St. George, UT

The AmeriFlex Group

Steven Smailes is a financial advisor with The AmeriFlex Group holding a Series 66 designation and 13 years of industry experience. His prior firms include Cambridge Investment Research, Sagepoint Financial, and Cooper Financial Group. Outside of advising, he is involved in media and technology ventures, serving as Chief Revenue Officer for AI Journal and Head of Sales for Liquid Intelligence. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and 172 investment adviser representatives. The firm offers portfolio management, financial planning, third-party manager selection and monitoring, and retirement plan consulting, utilizing customized strategies delivered through various model asset allocations and discretionary or non-discretionary manager relationships.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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