Phoenix, AZ N. Scottsdale Rd 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
Location
16220 N. Scottsdale Rd, Suite 208
Phoenix AZ 85254
Advisors at this office
4
Advisors at this office
Kevin B
Series 63, Series 66
Phoenix, AZ
The AmeriFlex Group
Kevin Bower is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and the Pima County Assessor's Office. He is also the owner of Bower Insurance Group and KKBower LLC, operating as an independent insurance agent and business owner. The AmeriFlex Group provides investment advisory services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm operates through a network of advisory affiliates and utilizes multiple program platforms to deliver customized investment strategies.
Erik P
Series 66
Scottsdale, AZ
The AmeriFlex Group
Erik Pedersen is a financial advisor with The AmeriFlex Group based in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Cambridge Investment Research, Principal Securities Inc., Principal Life Insurance Company, and Axa Advisors. Outside of his advisory work, he owns EPIC Holistic Partners, a separate business based in Scottsdale. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm employs multiple program platforms and custodial arrangements to deliver tailored strategies and serves clients through a network of advisory affiliates.
Brandon K
CFP®, Series 66
Scottsdale, AZ
The AmeriFlex Group
Brandon Kaplan is a CFP® and Series 66–licensed advisor with nine years of industry experience. He is currently with The AmeriFlex Group and has held positions at Cambridge Investment Research, LIQD Investments, Paradise Valley Wealth Management, and AssetMark, among others. 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 and multiple program platforms.
Brandon B
Series 66
Scottsdale, AZ
The AmeriFlex Group
Brandon Bettis is a financial advisor with The AmeriFlex Group in Scottsdale, AZ, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Cambridge Investment Research, EPIC Holistic Partners, Osaic, Principal Securities Inc., Principal Life Insurance Company, and Edward Jones. He served ten years in the United States Army and continues to serve in the Army Reserves. Bettis also owns and operates consulting businesses under BJBettis LLC and Bettis Enterprises LLC. 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, consulting, and retirement plan services through a network of advisory affiliates and uses multiple program platforms to implement tailored investment strategies.
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