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Alex C Mueller

Investment adviser representative at The Ameriflex Group
10 yearsExperience
3 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

10 years in the industry.

  1. Cambridge Investment Research, Inc.Jun 2025 to now
  2. The Ameriflex GroupJan 2025 to now
  3. OsaicJan 2025 to Jun 2025
  4. Sanctuary Advisors LLCApr 2024 to Dec 2024
  5. Sanctuary Securities, Inc.Apr 2024 to Dec 2024
  6. Edward JonesJul 2018 to Apr 2024
  7. Beanstalk WebsolutionsMay 2017 to Aug 2017
  8. Saint Louis UniversityAug 2015 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 3 states (CO, IN, NV).

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
6971903
Firm CRD
305585
Advisor's SEC record (opens in a new tab)
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