David Riback
David Riback is a registered investment advisor at The Ameriflex Group, based in Las Vegas, NV, with 37 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 16,688 clients with $9.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AmeriFlex offers investment management through various platforms, including Cambridge Managed Account Platform (CMAP) and WealthPort wrap programs. Fees are negotiated by each advisor and are based on a percentage of the market value of assets in the account. Fees are charged monthly or quarterly, in advance or in arrears. Clients may also be responsible for platform fees and internal fund expenses. The fees are negotiable.
Location
8475 W. Sunset Road, Suite 101, Las Vegas, NV, 89113
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David has a non-variable insurance DBA through Riback Wealth Management, spending about 10-20% of his time on fixed insurance, long-term care, and term life insurance. He is also a registered investment advisor through Oswego Wealth Management and is involved in real estate rental, Riback Wealth Management, Inc., and Oswego Wealth Management, Inc.
Employment History
Current Registrations
Cambridge Investment Research, INC.
The Ameriflex Group
Cambridge Investment Research, INC.Broker
Oswego Wealth Management, INC.
Previous Registrations
Oswego Wealth Advisors INC.
Strategic Financial Partners, LTD
LPL Financial LLCBroker
Craig Childress, INC.
Securities Service Network, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
MML Investors Services, INC.Broker
W. S. Griffith & CO., INC.Broker
U.S. Securities Clearing CORP.Broker
Paulson Investment Company, INC.Broker
Waddell & Reed, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.