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Derrick Louis Sweeney

THE Ameriflex Group

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About Derrick Louis Sweeney

Derrick Louis Sweeney is a financial professional with over 20 years of experience in the industry. Sweeney is currently registered as an investment advisor representative with The Ameriflex Group in Columbus, OH. Derrick is also a licensed insurance professional.

Firm Information

Derrick Sweeney 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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Derrick Sweeney’s Registration & Firm History

OH

10/26/2022 - Present

THE Ameriflex Group (Columbus OH)

OH

10/26/2022 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (COLUMBUS OH)

OH

05/31/2012 - 11/02/2022

PRINCIPAL SECURITIES, INC. (COLUMBUS OH)

OH

12/02/2009 - 05/31/2012

FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)

OH

07/07/2008 - 10/12/2009

NATCITY INVESTMENTS, INC. (BUCKEYE LAKE OH)

OH

05/19/2005 - 04/21/2008

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

OH

07/05/2001 - 10/22/2004

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

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Licenses & Designations

BC

Issued 07/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derrick Louis Sweeney.
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