Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Fellhauer is a financial advisor in Colorado Springs, CO with over 40 years of experience in the financial services industry. He currently holds registrations as an Investment Adviser Representative and Securities Agent in multiple states including Colorado, California, Florida, Illinois, Nebraska, North Carolina, Ohio, Washington and Wyoming. Carl has earned the Series 6, Series 63, and Series 65 securities licenses. Carl is affiliated with THE Ameriflex Group, a firm located in Las Vegas, NV which provides investment management and financial planning services to individual and institutional clients. The Ameriflex Group offers a range of advisory services including financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
03/22/2024 - Present
THE Ameriflex Group (Colorado Springs CO)
CO
06/29/1999 - 03/22/2024
CETERA ADVISORS LLC (COLORADO SPRINGS CO)
MA
03/31/1999 - 06/22/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
03/01/1996 - 03/09/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/25/1980 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 12/09/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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