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Erik George Pedersen

Investment adviser representative at The Ameriflex Group
23 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

23 years in the industry.

  1. Cambridge Investment Research, Inc.Jun 2025 to now
  2. The Ameriflex GroupNov 2023 to now
  3. OsaicNov 2023 to Jun 2025
  4. Principal Life Insurance CompanySep 2017 to Nov 2023
  5. Principal Securities IncSep 2017 to Nov 2023
  6. AXA Advisors, LLCJul 2003 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
4675641
Firm CRD
305585
Advisor's SEC record (opens in a new tab)
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