Michelle Marie Leichtner
Investment adviser representative at The Ameriflex Group
11 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
11 years in the industry.
- The Ameriflex GroupMay 2026 to now
- Cambridge Investment Research, Inc.May 2026 to now
- Buffalo Run Wealth Advisors LLCFeb 2026 to now
- Buffalo Run Tax and FinancialSep 2025 to now
- Compound PlanningApr 2025 to Jul 2025
- Motley Fool Wealth ManagementNov 2020 to Apr 2025
- Merrill LynchApr 2020 to Nov 2020
- Smart Money Group, LLCAug 2018 to Apr 2020
- Ffg Retirement CounselingJul 2018 to Apr 2020
- Merrill LynchSep 2017 to Jul 2018
- UnemployedOct 2015 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4661731
- Firm CRD
- 305585