Kelsey Faye Anderson
Investment adviser representative at The Ameriflex Group
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Ameriflex GroupApr 2025 to now
- OsaicApr 2025 to Jun 2025
- Charles Schwab & Co., Inc.Jul 2017 to Apr 2025
- Charles Schwab Bank SsbJul 2017 to Apr 2025
- Creighton UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6658833
- Firm CRD
- 305585