Russell Warren Telfer
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 Group, Inc.May 2022 to now
- Osaic Wealth, Inc.Sep 2023 to Jun 2025
- Sagepoint Financial, Inc.May 2022 to Sep 2023
- Inflection Business Consulting, Inc - dba Inflection AdvisorsSep 2019 to Apr 2022
- California Public Safety AdministratorsAug 2019 to Jan 2021
- Cambridge Investment Research, Inc.May 2019 to Sep 2019
- Edgewater Insurance SolutionsJan 2018 to Sep 2019
- Penn Mutual Life Insurance CompanyJun 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7111199
- Firm CRD
- 305585