Timothy Patrick Reidy
Investment adviser representative at The Ameriflex Group
13 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
13 years in the industry.
- The Ameriflex GroupJul 2026 to now
- Cambridge Investment Research, Inc.Jul 2026 to now
- Rp Wealth Advisors LLCJun 2021 to now
- The O.N. Equity Sales CompanyJun 2021 to Jul 2026
- UnemployedNov 2020 to Jun 2021
- 51talk (china Online Education)Oct 2017 to Oct 2020
- UnemployedMay 2017 to Sep 2017
- Best Learning - Shenyang (shenyang Kuaile Youxue Education)Jun 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7389050
- Firm CRD
- 305585