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Curtis P
Series 63, Series 65
Sterling, CO
The AmeriFlex Group
Curtis Pilkington is an investment advisor with The AmeriFlex Group in Sterling, Colorado, holding Series 63 and Series 65 credentials and 42 years of industry experience. His work history includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and The AmeriFlex Group. Outside of his advisory work, he owns and operates a cattle farm in Sterling, Colorado. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates using multiple program platforms.
Shanan D
Series 66
Sterling, CO
The AmeriFlex Group
Shanan Doherty is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and 25 years of industry experience. Prior to joining AmeriFlex, Doherty worked at Sagepoint Financial, Inc. for 14 years and has also been associated with OSAIC and Cambridge Investment Research, Inc. He is the owner of Pilkington Financial Group, LLC, an independent financial business based in Sterling, CO. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.
Derek P
CFP®, Series 66
Sterling, CO
The AmeriFlex Group
Derek Pilkington is a CFP® and Series 66 registered advisor with 14 years of industry experience. He is currently associated with The AmeriFlex Group and has previously worked at Cambridge Investment Research, Sagepoint Financial, and several other firms. He owns Pilkington Financial Group LLC, reflecting his involvement in entrepreneurial financial services ventures. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and over 170 investment adviser representatives. The firm offers customized portfolio management, financial planning, and retirement consulting, utilizing multiple custodians and both wrap and non-wrap solutions.
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