linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tad Michael Lyle

THE Ameriflex Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tad? Claim Your Profile

About Tad Michael Lyle

Tad Lyle is a financial professional with over 30 years of experience in the industry. Currently, Tad is registered with THE Ameriflex Group. Tad has been a registered investment advisor since 1999 and has held registrations with several other firms. Tad specializes in providing financial planning, pension consulting, and portfolio management for individuals. Tad is registered in 24 states.

Firm Information

Tad Lyle 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tad Lyle’s Registration & Firm History

CO

11/03/2021 - Present

THE Ameriflex Group (Englewood CO)

CO

11/03/2021 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (ENGLEWOOD CO)

CO

11/22/1989 - 11/09/2021

PRINCIPAL SECURITIES, INC. (DENVER CO)

Not sure if Tad Michael Lyle is right for you?

Licenses & Designations

BC

Issued 10/06/2015

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 11/20/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tad Michael Lyle.
Not sure if Tad Michael Lyle is right for you?