Carl Martin Fellhauer

The Ameriflex Group

44 Years of Experience

2 DisclosuresBrokerSells Insurance

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

1525 N. Newport Rd, Colorado Springs, CO, 80916

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2012

Denied

Customer Dispute

November 2001

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Carl operates as a financial advisor and owner of Trusted Financial Advisors, offering fixed insurance, group health, and financial services since 1998. This activity takes nearly all of Carl's time.