Thomas Patrick Kerfoot
Investment adviser representative at The Ameriflex Group
14 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
14 years in the industry.
- The Ameriflex GroupOct 2025 to now
- The Ameriflex Group RiaOct 2025 to now
- Kerfoot Wealth Management, LLCOct 2013 to now
- Thomas P. Kerfoot dba Kerfoot Financial ServicesJan 2012 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (ID, NV, 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
- 4485660
- Firm CRD
- 305585