AK
Adam T. Kazalski
THE AMERIFLEX GROUP
Lakewood Ranch, FL 34202
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CRD#: 3270031
AK
Professional summary
Adam Thomas Kazalski, ChFC® is a registered financial advisor currently at THE AMERIFLEX GROUP located in Lakewood Ranch, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Little Silver, New Jersey.
Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Adam has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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, 8475 W Sunset Rd, Suite 101, Las Vegas NV 89113, United States, 09/08/2022, Financial Planner, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO - 100 HR/MO TRADING 2. FOURFRONT WEALTH MANAGEMENT, LLC, 8470 Enterprise Circle, Suite 110C, Lakewood Ranch FL 34202, United States, 06/27/2025, President, DBA Name, NIR, 5 HR/MO - 5 HR/MO TRADING 3. FIDE & FORTIS PARTNERS, LLC, 8470 Enterprise Circle, Suite 110-C, Lakewood Ranch FL 34202, United States, 06/27/2025, Owner, Marketing, NIR, 5 HR/MO - 5 HR/MO TRADING 4. EXIT PLANNING INSTITUTE, 27881 Clemens Road, Westlake OH 44145, United States, 06/27/2025, Sarasota Chapter President, Networking, NIR, 10 HR/MO - 0 HR/MO TRADING 5. FOUNDER'S GROUP, 6256 Greenwich Drive, Suite 250, San Diego CA 92122, United States, Certified Founder's Group Associate, Consulting/Coaching, NIR, 5 HR/MO - 5 HR/MO TRADING 6. LIFE INSURANCE AGENT, 8470 Enterprise Circle, Lakewood Ranch FL 34211, United States, 06/27/2025, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 2 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Adam Thomas Kazalski'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®
Experience
Current
September 8, 2022 - Present
THE AMERIFLEX GROUP
Office #1: 8470 Enterprise Circle Suite 300-d, Lakewood Ranch, FL 34202Office #2: 542 Prospect Avenue Suite 114, Little Silver, NJ 07739RIA
CRD#: 305585
Lakewood Ranch, FL
Current
June 27, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 542 Prospect Ave., Ste. 114, Little Silver, NJ 07739Office #2: 8470 Enterprise Circle, Suite 110-c, Lakewood Ranch, FL 34202BD
CRD#: 39543
Little Silver, NJ
Past
September 1, 2023 - July 9, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
Lakewood Ranch, FL
Past
September 8, 2022 - September 1, 2023
OSAIC SERVICES, INC.
BD
CRD#: 133763
RED BANK, NJ
Past
August 12, 2011 - September 16, 2022
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
EDISON, NJ
Past
August 12, 2011 - September 16, 2022
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
EDISON, NJ
Past
December 2, 2008 - September 6, 2011
INTERNATIONAL PLANNING ALLIANCE, LLC
RIA
CRD#: 120701
FAIRFIELD, NJ
Past
November 13, 2007 - August 11, 2011
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
SHREWSBURY, NJ
Past
September 9, 1999 - August 11, 2011
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
SHREWSBURY, NJ
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
Arizona(6/27/2025)
RR
California(6/27/2025)
RR
Colorado(6/27/2025)
RR
Connecticut(6/27/2025)
RR
Delaware(7/15/2025)
IAR
Florida(12/20/2022)
RR
Florida(6/27/2025)
RR
Georgia(6/27/2025)
RR
Illinois(7/31/2025)
RR
Indiana(6/27/2025)
RR
Louisiana(6/27/2025)
RR
Maryland(6/27/2025)
RR
Massachusetts(6/27/2025)
RR
Michigan(6/27/2025)
RR
Missouri(6/27/2025)
RR
Nevada(6/27/2025)
RR
New Hampshire(6/27/2025)
IAR
New Jersey(9/8/2022)
RR
New Jersey(6/27/2025)
RR
New York(6/27/2025)
RR
North Carolina(7/14/2025)
RR
Ohio(6/27/2025)
RR
Pennsylvania(6/27/2025)
RR
South Carolina(6/27/2025)
RR
Texas(6/27/2025)
RR
Vermont(6/27/2025)
RR
Virginia(6/27/2025)
RR
Wisconsin(6/27/2025)
Exams
State Security Law Exam
State Security Law 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
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
