AK
ChFC
AK
ChFC

Adam Thomas Kazalski

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInvestment Management
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

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Location

8470 Enterprise Circle, Suite 110-B, Lakewood Ranch, FL, 34202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is an insurance agent providing fixed insurance products, dedicating a few hours per week to this activity. He also provides wealth management, financial planning, and investment advisory services full-time through The Ameriflex Group.

Employment History
Current Registrations
Cambridge Investment Research, INC.
June 2025 - Present · 8 mos
Cambridge Investment Research, INC.Broker
June 2025 - Present · 8 mos
The Ameriflex Group
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
September 2022 - September 2023 · 1 yr
Equitable Advisors, LLCBroker
August 2011 - September 2022 · 11 yrs 1 mo
Equitable Advisors, LLC
August 2011 - September 2022 · 11 yrs 1 mo
International Planning Alliance, LLC
December 2008 - September 2011 · 2 yrs 9 mos
Park Avenue Securities LLC
November 2007 - August 2011 · 3 yrs 9 mos
Park Avenue Securities LLCBroker
September 1999 - August 2011 · 11 yrs 11 mos
State Registrations26 states
AZCACOCTDEFLGAILINLAMAMDMIMONCNHNJNVNYOHPASCTXVAVTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.