The Ameriflex Group

Overview

The Ameriflex Group is an SEC registered investment adviser based in Las Vegas, NV, registered since 2019. It reports $9.7B in assets under management across 30,843 accounts, with 201 employees. It has 209 investment adviser representatives.

Reported AUM

$9.7B

Discretionary

83%

Accounts

30,843

Average account

$313K

Employees

201

Advisory reps

209

Registered since

2019

Jurisdictions

41

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Thomas J Goodson Chief Executive Officer CRD 1332233
• Diana Youa Heu Chief Compliance Officer CRD 2912071
• Jesse Andrew Kurrasch Chief Operating Officer CRD 6067701

Advisory reps 3 of 209

• Brent Roger Anderson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4823
• Kelsey Faye Anderson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6658833
• Julia Andrews Registered Rep · Investment Adviser Rep CRD 5730020

206 more advisory reps, with emails, phones and branch locations

Location

Headquarters

8475 W Sunset Rd Ste 101
Las Vegas, NV 89113

County

Clark

Metro area

Las Vegas-Henderson-Paradise, NV

Region

West

Registrations

• SEC registered
• Registered in 41 jurisdictions
• Website: trustedfinancialadvisors.net

Every state, with registration dates

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