Scottsdale, AZ N Frank Lloyd Wright Blvd Office

Team
Updated today

Client AUM

$8,644,945,079

Clients

15,724

Advisors

2

Of 209 advisors across 107 offices

Location

14550 N Frank Lloyd Wright Blvd, Ste 120

Scottsdale AZ 85260

Advisors at this office

2

Advisors at this office

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Victor P

Series 63, Series 65, Series 66

Scottsdale, AZ

The AmeriFlex Group

Victor Pereboom is an investment advisor with The AmeriFlex Group in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. His career includes roles at Cambridge Investment Research, Sagepoint Financial, and Securities America, among others. In addition to his advisory work, he operates a certified public accounting practice. 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 and custodial arrangements.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Rick C

CFP®, Series 63, Series 65

Scottsdale, AZ

The AmeriFlex Group

Rick Cluck is a CFP® professional with 43 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has held positions at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Securities America. 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.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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