David Richard Ojerholm
Investment adviser representative at The Ameriflex Group
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Ameriflex GroupAug 2024 to now
- OsaicAug 2024 to Jun 2025
- Integrated Wealth Concepts LLCFeb 2018 to Aug 2024
- LPL Financial, LLCFeb 2018 to Aug 2024
- MML Investors Services, LLCMar 2017 to Feb 2018
- Msi Financial Services, IncAug 2016 to Mar 2017
- Massmutual Life Insurance CompanyJul 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5411112
- Firm CRD
- 305585