Kenneth Devore is a registered investment advisor at The Ameriflex Group, based in Reno, NV, with 40 years of industry experience. Kenneth 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
Reno, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth acts as a co-trustee for his deceased mother's accounts, dedicating minimal time to administering and disposing of trust assets. He also owns a sole proprietorship and refers clients to an attorney to obtain a trust, spending minimal time on this activity.
Employment History
Current Registrations
The Ameriflex Group
Cambridge Investment Research, INC.Broker
Previous Registrations
The Ameriflex Group
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Kenneth L. Devore, CFP
Sunamerica Securities, INC.Broker
Fortis Investors, INC.Broker
State Registrations6 states
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