Derrick Louis Sweeney
Investment adviser representative at The Ameriflex Group
14 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
14 years in the industry.
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Ameriflex GroupOct 2022 to now
- Rs AdvisorsJan 2020 to now
- Ryan Smith Financial ServicesNov 2013 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- Sagepoint Financial, Inc.Oct 2022 to Sep 2023
- Principal Securities IncMar 2016 to Oct 2022
- Principal Life Insurance CompanyMay 2012 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
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
- 4413138
- Firm CRD
- 305585