John Walter Going
Investment adviser representative at The Ameriflex Group
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
24 years in the industry.
- The Ameriflex GroupMay 2026 to now
- Cambridge Investment Research, Inc.May 2026 to now
- Provident MutualApr 2002 to now
- Osaic Wealth, Inc.Jan 2025 to May 2026
- Lincoln Financial Securities CorporationJul 2008 to Jan 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (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
- 3233728
- Firm CRD
- 305585