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
Punta Gorda, FL
Credentials
Series 63, Series 65, Series 66
Industry experience
20 years
Mendy Morgan is a financial advisor at The AmeriFlex Group with 20 years of industry experience. Morgan holds Series 63, Series 65, and Series 66 designations and has worked at firms including Cambridge Investment Research, SagePoint Financial, and Summit Financial Group. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, third-party money manager selection, and retirement plan consulting. The firm operates through a network of advisory affiliates and uses multiple program platforms and custodial arrangements to deliver tailored strategies.
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.
Punta Gorda, FL
Florida
The Ameriflex Group
2025 - Present (1 year)
Cambridge investment Research, Inc.
2025 - Present (1 year)
OSAIC
2023 - 2025 (2 years)
The Ameriflex Group, Inc.
2022 - Present (4 years)
SagePoint Financial, Inc.
2022 - 2023 (1 year)
Summit Financial Group Inc
2019 - 2021 (2 years)
Cetera Advisor Networks Llc
2019 - 2022 (3 years)
Summit Brokerage Services, Inc.
2019 - 2019 (1 year)
HOMEMAKER
2018 - 2019 (1 year)
Summit Brokerage Services, Inc.
2018 - 2018 (1 year)
Summit Financial Group Inc
2018 - 2018 (1 year)
HOMEMAKER
2017 - 2018 (1 year)
Regulus Advisors LLC
2017 - 2017 (1 year)
Regal Investment Advisors, LLC
2017 - 2017 (1 year)
Royal Securities Co.
2012 - 2016 (4 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®, CPA
Punta Gorda, FL
WorthyNest LLC
As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.
Series 65
Port Charlotte, FL
Elm Tree Capital Management LLC
Series 63, Series 65
North Port, FL
King Retirement Solutions, LLC
Series 63, Series 65
Port Charlotte, FL
Lci Advisors
Series 63, Series 65
Port Charlotte, FL
Amerigo Asset Management Corporation
CFA®
Port Charlotte, FL
R.W. Roge & Company, Inc
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