Advisor at The AmeriFlex Group
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Firm
The AmeriFlex Group
Location
Englewood, CO 80112
Credentials
Series 66
Industry experience
20 years
Stephanie Carr is a financial advisor with The AmeriFlex Group based in Englewood, Colorado. She holds a Series 66 designation and has 20 years of industry experience. Her prior roles include positions at Planning Resources, Inc., Cambridge Investment Research, Inc., and OSAIC. 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.
116 Iverness Dr. E, Suite 275
Englewood, CO 80112
Colorado
Planning Resources, Inc.
2025 - Present (1 year)
Cambridge Investment Research, Inc.
2025 - Present (1 year)
OSAIC
2023 - 2025 (2 years)
The Ameriflex Group, Inc.
2021 - Present (5 years)
Sagepoint Financial, Inc
2021 - 2023 (2 years)
Planning Resources, Inc.
2018 - 2021 (3 years)
Principal Securities
2018 - 2021 (3 years)
Princor
2010 - 2018 (8 years)
Principal Financial
2010 - 2018 (8 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.
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