Joshua Brooks
Investment adviser representative at The Ameriflex Group
10 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
10 years in the industry.
- The Ameriflex GroupAug 2026 to now
- Cambridge Investment Research, Inc.Aug 2026 to now
- Osaic Wealth, Inc.Jan 2024 to Aug 2026
- Woodbury Financial Services IncAug 2021 to Jan 2024
- Country FinancialJun 2020 to Aug 2021
- Honeywell UopJun 2018 to Jun 2020
- University of IllinoisJul 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7425181
- Firm CRD
- 305585