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Brandon Michael Kaplan

THE Ameriflex Group

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About Brandon Michael Kaplan

Brandon Kaplan is a financial advisor with The Ameriflex Group. Brandon has been in the industry since 2016. He is a Certified Financial Planner and holds a Series 6, 7 and 66 license. Brandon's previous experience includes working for Woodbury Financial Services, Inc. and AssetMark Brokerage, LLC.

Firm Information

Brandon Kaplan is currently registered with THE Ameriflex Group. THE Ameriflex Group is an investment advisor headquartered in LAS VEGAS, NV. They manage over $6.52 billion in regulatory assets across 16,327 accounts. Their advisory services include financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals. They serve a variety of client types, including high net worth individuals, corporations, charitable organizations, pension plans, and individuals other than high net worth. They participate in wrap fee programs.
THE Ameriflex Group

8475 W. SUNSET ROAD, SUITE 101

LAS VEGAS, NV 89113

$6.52B

Assets Under Management

129

Total Clients

173

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Kaplan’s Registration & Firm History

AZ

06/26/2024 - Present

THE Ameriflex Group (Scottsdale AZ)

AZ

09/20/2022 - 05/25/2023

WOODBURY FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)

AZ

07/16/2015 - 09/16/2022

ASSETMARK BROKERAGE, LLC (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 11/15/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Michael Kaplan.
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