Michael Joseph Linkey
Investment adviser representative at The Ameriflex Group
14 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
14 years in the industry.
- The Ameriflex GroupJun 2026 to now
- Cambridge Investment Research, Inc.Jun 2026 to now
- Osaic Wealth, Inc.Jun 2024 to Jun 2026
- Securities America AdvisorsNov 2017 to Jun 2024
- Securities America, Inc.Nov 2017 to Jun 2024
- Invest Financial CorporationNov 2012 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5614567
- Firm CRD
- 305585