Bloomington, IL Office
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The AmeriFlex Group
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About
The AmeriFlex Group is an SEC‑registered investment adviser that serves individuals (including high‑net‑worth clients), corporations, and retirement plans through a network of advisory affiliates and 172 investment adviser representatives. The firm provides portfolio management, financial planning, third‑party money manager selection and monitoring, and retirement plan consulting, and offers both wrap and non‑wrap solutions including Cambridge’s CMAP and the WealthPort wrap programs.
AmeriFlex customizes advice to each client’s profile and delivers strategies through model asset allocations, CAAP and UMA sleeves, and discretionary or non‑discretionary manager relationships; individual IARs negotiate client fee schedules and may rebalance accounts periodically. Client accounts are custodied at multiple custodians (NFS, Pershing, Schwab, Fidelity) and the firm conducts ongoing monitoring with at least annual reviews for most managed accounts.
Noteworthy aspects disclosed in the firm brochure include a minority ownership interest by Cambridge Investment Group, operational integration with Cambridge platforms (CMAP, WealthPort), and that many IARs are dually registered as representatives of Cambridge, with an affiliate broker‑dealer (AmeriFlex Group Securities, Inc.) used to receive commission compensation generated through Cambridge. The firm also discloses incentive arrangements—such as Cambridge’s new‑asset incentives (including forgivable loan arrangements) and an AssetMark marketing support agreement and credit line—which create financial incentives to direct assets to sponsored programs and are addressed through its compliance policies and client disclosures.
Based on The AmeriFlex Group
Expertise
Based on The AmeriFlex Group
Location
1410 Woodbine Rd., Suite 4
Bloomington IL 61704
Advisors at this office
3
Advisors at this office
Joshua B
CFP®, Series 66
Bloomington, IL
The AmeriFlex Group
Joshua Brooks is a CFP® and Series 66-registered financial advisor with five years of industry experience. He currently works at The AmeriFlex Group and has held prior roles at Cambridge Investment Research, OSAIC, Woodbury Financial Services, and COUNTRY Financial. Outside of his financial advisory work, he operates a woodworking business selling handcrafted items at local farmer markets. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via multiple platforms and custodians.
Nathaniel F
CFP®, Series 66
Bloomington, IL
The AmeriFlex Group
Nathaniel Farney is a CFP® and Series 66-registered financial advisor with two years of industry experience. He is currently with The AmeriFlex Group and also affiliated with Cambridge Investment Research, Inc. His prior experience includes roles at Falstad & Associates Financial Services and Osaic Wealth Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodial platforms.
Peter F
CFP®, Series 63, Series 65
Bloomington, IL
The AmeriFlex Group
Peter Falstad is a CFP® with 38 years of industry experience and is currently with The AmeriFlex Group. His prior experience includes roles at Woodbury Financial Services and OSAIC. Outside of his advisory work, he serves as a board member of Access Advocates, Inc., an organization focused on providing access for handicapped persons to public buildings, and volunteers as a swimming official in Illinois. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides customized portfolio management, financial planning, and retirement plan consulting, utilizing various wrap and non-wrap solutions and coordinating with multiple custodians.
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