Keith Terrence Klein
Investment adviser representative at The Ameriflex Group
15 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$9.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Ameriflex Group, Inc.Jan 2020 to now
- Turning Pointe Wealth ManagementMar 2011 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- Sagepoint Financial, Inc.Jan 2020 to Sep 2023
- Pfg Advisors, LLCApr 2018 to Jan 2020
- Securities America, Inc.Dec 2016 to Jan 2020
- Cue Financial Group, Inc.Mar 2011 to Dec 2018
- Foothill Securities IncMar 2011 to Dec 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2632615
- Firm CRD
- 305585