Daniela Dunne
Investment adviser representative at The Ameriflex Group
10 yearsExperience
2 statesRegistered 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 GroupJun 2024 to now
- OsaicApr 2025 to Jun 2025
- Anderson Financial Solutions & Insurance ServicesOct 2021 to Dec 2024
- K-nine SolutionsJul 2020 to Sep 2021
- Kingfisher FarmsFeb 2020 to Jul 2020
- Rancho RavelloOct 2017 to Feb 2020
- Coldwell BankerAug 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7445267
- Firm CRD
- 305585