Ryan Bradley Smith
Investment adviser representative at The Ameriflex Group
28 yearsExperience
2 statesRegistered in
$9.7BFirm assets
6 yearsFirm in business
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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
28 years in the industry.
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Ameriflex GroupOct 2022 to now
- Rs AdvisorsDec 2019 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- Sagepoint Financial, Inc.Oct 2022 to Sep 2023
- Union Financial IncApr 2021 to Jul 2022
- Principal Securities IncMar 2016 to Oct 2022
- Firefighter Integrity Retiremetn EnterpriseJun 2008 to Jan 2019
- Ryan Smith Financial ServicesMar 2005 to Dec 2019
- Principal Life Insurance CompanyJul 1998 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 2651164
- Firm CRD
- 305585