Advisor at The AmeriFlex Group
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Firm
The AmeriFlex Group
Location
San Diego, CA
Credentials
CFP®, Series 66
Industry experience
8 years
Kelsey Anderson is a CFP® with eight years of industry experience currently serving as a wealth manager at The AmeriFlex Group. Prior to this, Anderson worked at Charles Schwab and TD Ameritrade. Outside of her advisory role, she is a committee member at the Country Club of Rancho Bernardo and president of Faye Financial Corp. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, third-party manager selection, 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.
San Diego, CA
California · Texas
Cambridge Investment Research, Inc.
2025 - Present (1 year)
The Ameriflex Group
2025 - Present (1 year)
Osaic
2025 - 2025 (1 year)
Charles Schwab
2017 - 2025 (8 years)
Charles Schwab bank SSB
2017 - 2025 (8 years)
Omaha Country Club
2016 - 2016 (1 year)
TD Ameritrade
2016 - 2016 (1 year)
Creighton University
2013 - 2017 (4 years)
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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.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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