TrueAdvisor
TrueAdvisor
BK
CFP
BK
CFP

Brandon Michael Kaplan

The Ameriflex Group
9 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInvestment Management
The Ameriflex Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
16,688 clients
Average Client Portfolio
$561K average
Assets Under Management
$9.4B

Fee Structure

Location

166220 N. Scottsdale Rd, Ste 208, Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 8 mos
The Ameriflex Group
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - July 2025 · 1 yr 1 mo
Woodbury Financial Services, INC.
November 2022 - May 2023 · 6 mos
Woodbury Financial Services, INC.Broker
September 2022 - May 2023 · 8 mos
Assetmark Brokerage, LLCBroker
July 2015 - September 2022 · 7 yrs 2 mos
State Registrations6 states
AZCAILOKORUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.