Brett Weiler Fallon

The Ameriflex Group

26 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInvestment Management

The Ameriflex Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

167 advisors

Number of Clients

16,688 clients

Average Client Portfolio

$561K average

Assets Under Management

$9.4B

Fee Structure

Location

60 East Rio Salado Parkway, Suite 1201, Tempe, AZ, 85281

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2008

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brett is an agent at Momentum Financial Partners, LLC, where the use of insurance products may be suitable for specific client needs. He is also an investor in and investment advisor for The Ameriflex Group, dedicating nearly full-time hours to the latter.

Employment History

Current Registrations

Cambridge Investment Research, INC.Broker

June 2025 - Present · 8 mos

The Ameriflex Group

December 2019 - Present · 6 yrs 2 mos

Previous Registrations

Osaic Wealth, INC.

May 2024 - July 2025 · 1 yr 2 mos

Osaic Wealth, INC.Broker

September 2023 - July 2025 · 1 yr 10 mos

Sagepoint Financial, INC.

December 2010 - May 2020 · 9 yrs 5 mos

Sagepoint Financial, INC.

October 2010 - December 2010 · 2 mos

Rg Capital Investment Advisory Services, LLC

March 2006 - November 2010 · 4 yrs 8 mos

Sagepoint Financial, INC.Broker

October 2005 - September 2023 · 17 yrs 11 mos

Integrated Wealth Management, LLC

September 2001 - July 2004 · 2 yrs 10 mos

Sunamerica Securities, INC.Broker

August 2001 - October 2005 · 4 yrs 2 mos

Washington Square Securities, INC.Broker

March 2000 - August 2001 · 1 yr 5 mos

American Express Financial Advisors INC.Broker

July 1999 - April 2000 · 9 mos

Ids Life Insurance CompanyBroker

July 1999 - April 2000 · 9 mos

State Registrations27 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.