Morgan Dyer
Investment adviser representative at The Ameriflex Group
11 yearsExperience
1 stateRegistered in
$9.7BFirm assets
6 yearsFirm in business
Are you Morgan Dyer? Claim your profile
Contact this firm
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
11 years in the industry.
- The Ameriflex GroupJan 2026 to now
- Cambridge Investment Research, Inc.Jun 2025 to now
- The Cherry Creek School DistrictMay 2024 to Apr 2025
- Ripple Frozen YogurtSep 2023 to May 2024
- AerieJul 2023 to May 2025
- StudentAug 2022 to Jul 2023
- The Young Men's Christian AssociationMay 2017 to Aug 2022
- StudentMay 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8104387
- Firm CRD
- 305585