Skip to content
The DI Wire
Click Here to Subscribe to Our Free Daily News Updates

ERSI Wealth Management Joins AmeriFlex RIA Platform

ERSI Wealth Management Joins AmeriFlex RIA Platform. RIA, registered independent adviser, financial services, ERSI Wealth Management, AmeriFlex Group, Osaic, broker-dealer

The AmeriFlex Group, an adviser-owned hybrid registered independent adviser, announced that ERSI Wealth Management has joined its team. ERSI Wealth Management consists of Stephen Brubaker, CFP, AIF, CLU; Jim Brubaker, CLU, ChFC; Gary Sidder, PhD, CFP; Brian Brubaker, AIF; and Jenny Kast, CFP, CPFA, AIF. Concurrently, Stephen Brubaker joins The AmeriFlex Group as a partner-adviser.

A $400 million advisory practice based in Centennial, Colo., ERSI aims to provide clients with open and direct access to an entire team of financial professionals, ensuring clients have confidence in their financial future. The team – previously with Kestra Financial – supports individuals and families, as well as business owners seeking liquidity events and managing 401k plans for their companies.

“While we weren’t unhappy with our previous relationship, after speaking with others who moved to The AmeriFlex Group, we felt it was critical for us to examine how working with this team could help our firm thrive in the future,” said Stephen Brubaker. “After discussions with their leadership, it was clear the culture and strategy of this firm were right for our practice. We are excited to be a part of a dynamic group of like-minded advisers, who put planning-first and believe in working collaboratively. The AmeriFlex Group will enable ERSI Wealth Management to continue to grow for years to come.”

“Steve and his team exemplify the quality partner-advisers that The AmeriFlex Group endeavors to attract. They are highly respected professionals in their community and known for providing excellent planning-first advice…” said Thomas Goodson, president and chief executive officer of The AmeriFlex Group.

The AmeriFlex Group RIA is owned-and-operated by its adviser members and partners with securities offered through Osaic. Investment advisory services offered through The AmeriFlex Group is an independent registered investment adviser. Osaic is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic.

 

Click here to visit The DI Wire directory page.