PF
Peter D. Falstad
THE AMERIFLEX GROUP
Bloomington, IL 61704
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CRD#: 1838792
PF
Peter David FalstadTHE AMERIFLEX GROUP
Professional summary
Peter David Falstad, CFP®, who also goes by Pete Falstad, is a registered financial advisor currently at THE AMERIFLEX GROUP located in Bloomington, Illinois and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Bloomington, Illinois.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Peter has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Services Offered
Business Succession Planning
Education Planning
Retirement Planning
Divorce Planning
Comprehensive Financial Planning
Tax Planning
Budgeting
Aliases
Pete Falstad
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. THE AMERIFLEX GROUP, 1410 WOODBINE RD, SUITE 4, BLOOMINGTON IL 61704, 08/2026, INVESTMENT ADVISOR REPRESENTATIVE, RIA AFFILIATION - OTHER THAN CIRA, INV REL, 100 HR/MO - 100 HR/MO TRADING. 2. FALSTAD & ASSOCIATES, 1410 WOODBINE RD SUITE 4, BLOOMINGTON, IL 61704, START DATE 09/2026, OWNER, REFERRALS, NIR, 1HR/MO - 1HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Peter David Falstad's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
August 31, 2026 - Present
THE AMERIFLEX GROUP
Office #1: 1410 Woodbine Rd., Suite 4, Bloomington, IL 61704RIA
CRD#: 305585
Bloomington, IL
Current
August 31, 2026 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1410 Woodbine Rd., Suite 4, Bloomington, IL 61704BD
CRD#: 39543
Bloomington, IL
Past
January 19, 2024 - September 4, 2026
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BLOOMINGTON, IL
Past
January 19, 2024 - September 4, 2026
OSAIC WEALTH, INC.
BD
CRD#: 23131
BLOOMINGTON, IL
Past
July 16, 2015 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
BLOOMINGTON, IL
Past
July 16, 2015 - January 19, 2024
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
BLOOMINGTON, IL
Past
September 4, 2013 - July 17, 2015
FIRST HEARTLAND CONSULTANTS, INC.
RIA
CRD#: 110377
BLOOMINGTON, IL
Past
October 7, 2004 - July 16, 2015
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
BLOOMINGTON, IL
Past
January 28, 2004 - October 4, 2004
FIRST BUSEY SECURITIES, INC.
BD
CRD#: 27439
CHAMPAIGN, IL
Past
July 26, 2001 - January 26, 2004
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
LAKE ST. LOUIS, MO
Past
July 7, 1998 - August 6, 2001
MARQUIS FINANCIAL SERVICES, INC.
BD
CRD#: 20733
TARZANA, CA
Past
May 18, 1992 - July 15, 1998
INVESTMENT PLANNERS, INC.
BD
CRD#: 18557
DECATUR, IL
Past
January 9, 1990 - May 15, 1992
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
ROCKVILLE, MD
Past
July 11, 1989 - January 4, 1990
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
October 19, 1988 - July 19, 1989
INVESTACORP, INC.
BD
CRD#: 7684
Past
July 12, 1988 - November 15, 1988
FSC SECURITIES CORPORATION
BD
CRD#: 7461
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
THE AMERIFLEX GROUP
A.M. FINANCIAL GROUP | UNDERHILL FINANCIAL ADVISORS, LLC | TURNING POINTE WEALTH MANAGEMENT | TRUSTED FINANCIAL ADVISORS | TRAILHEAD FINANCIAL GROUP | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILL WEALTH PLANNING | SCOTT HARRIS FINANCIAL GROUP | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH | PLANNING RESOURCES, INC. | PINNACLE FINANCIAL ADVISORS | PILKINGTON FINANCIAL GROUP | PERFECTED WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PATHWAY FINANCIAL SERVICES, INC. | PAJAK FINANCIAL SERVICES | ONE VISION FINANCIAL | NOW FINANCIAL | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS, LLP | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LEIGH WEALTH MANAGEMENT GROUP | KNOX GROVE FINANCIAL LLC | KAUTZ/BUCKLEY | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | GREAT FUTURES | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | DJH FINANCIAL SERVICES | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | BRUCO INVESTMENT GROUP | BRIDGES WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNER | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMENITY WEALTH
CRD#: 305585 / SEC#: 801-117784
RIA
Registered Investment Advisory firm - (12/13/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/31/2026)
RR
Alaska(8/31/2026)
RR
Arizona(8/31/2026)
RR
California(8/31/2026)
RR
Colorado(8/31/2026)
RR
Florida(8/31/2026)
RR
Georgia(8/31/2026)
RR
Idaho(8/31/2026)
IAR
Illinois(8/31/2026)
RR
Illinois(8/31/2026)
RR
Indiana(8/31/2026)
RR
Iowa(8/31/2026)
RR
Kansas(8/31/2026)
RR
Kentucky(8/31/2026)
RR
Michigan(8/31/2026)
RR
Missouri(8/31/2026)
RR
Nevada(8/31/2026)
RR
New York(8/31/2026)
RR
Ohio(8/31/2026)
RR
Oklahoma(8/31/2026)
RR
South Carolina(8/31/2026)
RR
Tennessee(8/31/2026)
RR
Texas(8/31/2026)
IAR
Texas(8/31/2026)
RR
Utah(8/31/2026)
RR
Virginia(8/31/2026)
RR
Wisconsin(8/31/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
THE AMERIFLEX GROUP
A.M. FINANCIAL GROUP | UNDERHILL FINANCIAL ADVISORS, LLC | TURNING POINTE WEALTH MANAGEMENT | TRUSTED FINANCIAL ADVISORS | TRAILHEAD FINANCIAL GROUP | THE STRAUB GROUP ADVANTAGE | THE PLATINUM WEALTH GROUP | THE MECKENSTOCK GROUP, INC. | THE AMERIFLEX GROUP, INC. | THE AMERIFLEX GROUP | SUMMIT FINANCIAL & INSURANCE SERVICES | STRATEGIC LEGACY WEALTH MANAGEMENT | SHEPHERD LEGACY | SEVEN HILL WEALTH PLANNING | SCOTT HARRIS FINANCIAL GROUP | RS ADVISORS | ROZELL WEALTH MANAGEMENT | RETIREMENT SOLUTIONS, INC. | PRONGHORN WEALTH | PLANNING RESOURCES, INC. | PINNACLE FINANCIAL ADVISORS | PILKINGTON FINANCIAL GROUP | PERFECTED WEALTH MANAGEMENT | PEAK FINANCIAL SOLUTIONS | PATHWAY FINANCIAL SERVICES, INC. | PAJAK FINANCIAL SERVICES | ONE VISION FINANCIAL | NOW FINANCIAL | NEWCASTLE FINANCIAL ADVISORS | MONARCH WEALTH STRATEGIES | MOMENTUM FINANCIAL PARTNERS, LLC | MD BROWN FINANCIAL | MCCONNELL WEALTH PARTNERS, LLP | MBA CAPITAL ADVISORS | MARKLAND WEALTH MANAGEMENT, INC. | MANCUSO WEALTH MANAGEMENT | MAES FINANCIAL | LUTZ WEALTH ADVISORS | LEIGH WEALTH MANAGEMENT GROUP | KNOX GROVE FINANCIAL LLC | KAUTZ/BUCKLEY | INTUITIVE SOLUTIONS INSURANCE & WEALTH STRATEGIES | INSIGHT FINANCIAL GROUP | HOLLAND FINANCIAL INC. | GREAT FUTURES | FOURFRONT WEALTH MANAGEMENT | FINANCIAL TRANSITION PARTNERS | ERSI WEALTH MANAGEMENT | EPIC HOLISTIC PARTNERS | ENVISION FINANCIAL PARTNERS | DJH FINANCIAL SERVICES | CURO FINANCIAL & INSURANCE SOLUTIONS | CS FINANCIAL SERVICES, LLC | COONEY ASSOCIATES | COHESION WEALTH ADVISORS | CHARLES STEPHEN AND COMPANY, INC. | BRUCO INVESTMENT GROUP | BRIDGES WEALTH MANAGEMENT | BESSELMAN WEALTH PLANNER | BECKER WEALTH MANAGEMENT | BARTON FINANCIAL SERVICES, INC. | BALLEK WEALTH MANAGEMENT | B P FINANCIAL SERVICES, INC. | ANDERSON FINANCIAL SOLUTIONS & INSURANCE SERVICES | AMERIFLEX FINANCIAL SERVICES | AMENITY WEALTH
CRD#: 305585 / SEC#: 801-117784
RIA
Registered Investment Advisory firm - (12/13/2019 Approved)Loading...
Contact information
Main Address
8475 W. Sunset Road, Suite 101, Las Vegas, NV 89113
Mailing Address
Phone number
(702) 987-9730
Established
Firm type
Fiscal year end
# of Employees
166
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 34,131 |
| AUM (Assets Under Management) | $ 9,355,813,271 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE AMERIFLEX GROUP
CRD#: 305585Bloomington, IL 61704TRUST BUT VERIFY
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