Jefferson City, MO 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
3432 W Truman Blvd, Ste 207
Jefferson City MO 65101
Advisors at this office
3
Advisors at this office
Megan P
CFP®, Series 63
Jefferson City, MO
The AmeriFlex Group
Megan Pecherek is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at The AmeriFlex Group. Her prior work includes roles at Destiny Capital Corporation, Matter Family Office, LPL Financial LLC, and Cambridge Investment Research, Inc. Outside of her advisory work, she is involved as an owner/landlord in a real estate rental business. 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 money manager selection, and retirement plan consulting, utilizing customized strategies delivered via model asset allocations and discretionary or non-discretionary manager relationships.
Nathaniel P
Series 63, Series 65
Jefferson City, MO
The AmeriFlex Group
Nathaniel Pecherek is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at LPL Financial, Ares Wealth Management Solutions, and Black Creek Capital Markets. He is involved with a non-investment-related business entity, Golden Aspen LLC. 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, and retirement plan consulting, providing customized strategies that utilize model asset allocations and manager relationships.
Glen R
CFP®, Series 63
Jefferson City, MO
The AmeriFlex Group
Glen Reinkemeyer is a financial advisor with The AmeriFlex Group in Jefferson City, MO, holding CFP® and Series 63 credentials and bringing 47 years of industry experience. His career includes 17 years at LPL Financial and 39 years managing Reinkemeyer & Reinkemeyer Associates LLC. Outside of financial services, he owns a recreational farm used for activities such as hunting and horseback riding. 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, and retirement plan consulting, delivering customized strategies via model asset allocations and manager relationships.
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