Advisor at The AmeriFlex Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The AmeriFlex Group
Location
Denver, CO 80246
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
23 years
Gregory Wikelius is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently with The AmeriFlex Group in Denver, CO, and has previously worked at firms including Cambridge Investment Research, Inc., SagePoint Financial, Inc., and Securian Financial Services, Inc. He is also associated with North Star Consultants, Inc. outside of AmeriFlex. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
Based on The AmeriFlex Group
Based on The AmeriFlex Group
Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services.
Certain Investment Advisor Representatives are registered representatives of Cambridge Investment Research, Inc. and may receive commissions, trails, and other compensation from securities sales.
Hourly fees typically ranging from $50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services.
Fee-only: Fixed fees typically ranging from $500 to $10,000 for financial planning and consulting services; hourly fees typically ranging from $50 to $300 per hour for financial planning, consulting, and non-discretionary advisory services.
501 S. Cherry St, Ste 580
Denver, CO 80246
Colorado · Texas
Cambridge Investment Research, Inc.
2025 - Present (1 year)
OSAIC
2023 - 2025 (2 years)
The Ameriflex Group
2023 - Present (3 years)
SagePoint Financial, Inc.
2023 - 2023 (1 year)
North Star Consultants, Inc.
2016 - Present (10 years)
Securian Financial Services, Inc
2002 - 2023 (21 years)
Minnesota Life
2002 - 2023 (21 years)
CRI Securities, LLC
2002 - 2021 (19 years)
North Star Consultants Inc
2002 - 2016 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Denver, CO
True Riches Financial Planning
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
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