Brandon Michael Kaplan
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.
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Ameriflex GroupJun 2024 to now
- Liqd InvestmentsSep 2022 to now
- Paradise Valley Wealth ManagementSep 2022 to now
- Osaic Wealth, Inc.Jun 2024 to Jun 2025
- Woodbury Financial Services IncSep 2022 to May 2023
- Assetmark, Inc.Jan 2019 to Sep 2022
- Assetmark Brokerage, LLC.May 2015 to Jan 2019
- Assetmark FinancialMay 2015 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6494594
- Firm CRD
- 305585