Firms overseeing $612 million join AmeriFlex

Three wealth management practices overseeing more than $612 million in total client assets have joined AmeriFlex Group’s network.

Pilkington Financial of Sterling, Colorado, manages $289 million in client assets. The three-person wealth management firm includes Curt Pilkington, Derek Pilkington and Shanan Doherty.

Dustin Carr and Tad Lyle of Denver, Colorado-based Planning Resources oversee $252 million in client assets, Ameriflex said in a press release.

Gerald Kleber and Raz Bracha of Summit Financial & Insurance Services in Brea, California, bring in $71 million in client assets.

Each of these advisers is a registered representative of SagePoint under AmeriFlex Group’s supervision and an investment advisory representative on AmeriFlex Group’s RIA. Each group will continue to operate using its previous brand and name.

The addition of these advisers and practices brings AmeriFlex’s total assets under administration to more than $5.6 billion.

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The post Firms overseeing $612 million join AmeriFlex appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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