DB
Donald J. Buckley
THE AMERIFLEX GROUP
Williamsville, NY 14221
Some features on this profile are disabled
CRD#: 5220016
DB
Professional summary
Donald Jeffrey Buckley, CFP®, who also goes by D. Jeffrey Buckley, is a registered financial advisor currently at THE AMERIFLEX GROUP located in Williamsville, New York and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Williamsville, New York.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Donald has worked at 9 firms and has passed the Series 63, Series 52TO, SIE, Series 31, Series 7, Series 6, Series 53, Series 4, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
D. Jeffrey Buckley
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. STAMM LAW FIRM, 1127 Wehrle Drive, Suite 100, Williamsville NY 14221, United States, 01/01/2014, Associate Attorney, Legal Services, NIR, 40 HR/MO - 40 HR/MO TRADING 2. D JEFFREY BUCKLEY, 8465 SPRINGBROOK CT, EAST AMHERST NY 14051-2014, United States, 12/02/1994, Notary, NIR, 4 HR/MO - 4 HR/MO TRADING 3. KAUTZ/BUCKLEY INDEPENDENT WEALTH MANAGEMENT LLC, 1967 Wehrle Dr., Ste. 7, Williamsville NY 14221, United States, 08/14/2024, Owner, Owner/Partner of a Business Entity, INV REL, 160 HR/MO - 160 HR/MO TRADING 4. THE AMERIFLEX GROUP, 8475 W Sunset Rd, Ste 101, Las Vegas NY 89113, United States, 06/12/2023, IAR, RIA Affiliation - other than CIRA, INV REL, 40 HR/MO - 40 HR/MO 5. DONALD JEFFREY BUCKLEY, 1967 Wehrle Dr., Ste. 7, Williamsville NY 14221, United States, 05/04/2016, Agent, Insurance/Benefits/Human Resources, INV REL, 4 HR/MO - 4 HR/MO 6. DAK-TAX INC, 1967 Wehrle Dr., Ste. 7, Williamsville NY 14221, United States, 01/01/2022, Owner, Tax Services, NIR, 0 HR/MO - 0 HR/MO
CRS (Client Relationship Summary) - RIA
Click below to view Donald Jeffrey Buckley'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: 2010
Experience
Current
June 15, 2023 - Present
THE AMERIFLEX GROUP
Office #1: 1967 Wehrle Dr. Ste. 7, Williamsville, NY 14221RIA
CRD#: 305585
Williamsville, NY
Current
June 27, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1967 Wehrle Dr., Suite 7 Suite 7, Williamsville, NY 14221BD
CRD#: 39543
Williamsville, NY
Past
September 1, 2023 - July 9, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
WILLIAMSVILLE, NY
Past
June 15, 2023 - September 1, 2023
OSAIC SERVICES, INC.
BD
CRD#: 133763
WILLIAMSVILLE, NY
Past
May 1, 2020 - June 16, 2023
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
May 1, 2020 - June 16, 2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
WILLIAMSVILLE, NY
Past
September 2, 2014 - May 4, 2020
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
Williamsville, NY
Past
September 2, 2014 - May 4, 2020
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
Williamsville, NY
Past
September 27, 2010 - September 14, 2012
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
AMHERST, NY
Past
March 11, 2008 - September 27, 2010
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
WILLIAMSVILLE, NY
Past
October 25, 2006 - March 19, 2008
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
LATHAM, NY
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
California(6/27/2025)
RR
Connecticut(6/27/2025)
RR
Florida(6/27/2025)
RR
Georgia(6/27/2025)
RR
Illinois(6/27/2025)
RR
Indiana(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)
IAR
New York(6/15/2023)
RR
New York(6/27/2025)
RR
North Carolina(7/9/2025)
RR
Ohio(6/27/2025)
RR
Oregon(6/27/2025)
RR
Pennsylvania(6/27/2025)
RR
South Carolina(6/27/2025)
RR
Texas(6/27/2025)
RR
Virginia(6/27/2025)
RR
Washington(6/27/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE AMERIFLEX GROUP
CRD#: 305585Williamsville, NY 14221TRUST BUT VERIFY
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