Englewood, CO Inverness Parkway Office
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The AmeriFlex Group
Multi-team
Firm-wide stats for The AmeriFlex Group
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
385 Inverness Parkway, Ste 360
Englewood CO 80112
Advisors at this office
4
Advisors at this office
Quintin M
Series 66
Englewood, CO
The AmeriFlex Group
Quintin Mc Laran is a financial advisor with The AmeriFlex Group in Englewood, CO, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Cambridge Investment Research, Leigh Wealth Management Group, OSAIC, and SagePoint Financial, among others. 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, manager selection and monitoring, and retirement plan consulting, delivering customized strategies through various asset allocation models and wrap programs.
Morgan D
Series 66
Englewood, CO
The AmeriFlex Group
Morgan Dyer is a financial advisor at The AmeriFlex Group with Series 66 registration and one year of industry experience. Prior to joining The AmeriFlex Group, Morgan worked at Cambridge Investment Research, Inc., and has been involved in roles outside finance, including time with The Cherry Creek School District, The Young Men's Christian Association, and a frozen yogurt business. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing customized strategies delivered through various investment platforms and ongoing account monitoring.
Chad L
Series 65, Series 63
Englewood, CO
The AmeriFlex Group
Chad Leigh is a financial advisor with The AmeriFlex Group, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He has worked at firms including Cambridge Investment Research, Kestra Advisory, and SagePoint Financial. He serves as a board member for the IT'S A CALLING FOUNDATION. 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 through model asset allocations and discretionary or non-discretionary manager relationships.
Charles H
Series 66
Englewood, CO
The AmeriFlex Group
Charles Hollenbaugh is an investment adviser representative with The AmeriFlex Group, holding a Series 66 designation. He has been active in the industry since 2025 and has concurrent affiliations with Cambridge Investment Research, Inc. and Leigh Wealth LLC. Outside of his advisory roles, he has been involved with Invited Clubs since 2022. 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 and multiple program platforms.
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