ZF
Zachary R. Fitzpatrick
THE AMERIFLEX GROUP
Bristol, WI
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CRD#: 6729736
ZF
Professional summary
Zachary R Fitzpatrick, who also goes by Zach Fitzpatrick, is a registered financial advisor currently at THE AMERIFLEX GROUP located in Bristol, Wisconsin and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Corvallis, Oregon.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Zachary has worked at 4 firms and has passed the Series 66, Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zach Fitzpatrick
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, INC. | Investment Related | 8475 W Sunset Rd, # 101, Las Vegas, NV 89113 | RIA | IAR Administrative Support Staff | RIA Affiliation | 01-Oct-2025 | 160 hours/month | 160 hours/month during trading hours | Provide assistance as needed to representatives and their clients 2.) BRIDGES WEALTH MANAGEMENT | Investment Related | 11220 192nd Ave, Bristol, WI 53104 | Financial Advisor | Administrative Support Staff | DBA Name | 01-Oct-2025 | 160 hours/month | 160 hours/month during trading hours | Provide assistance as needed to representatives and their clients 3.) FITZPATRICK CPA & FINANCIAL SERVICES, LLC | Investment Related | 11220 192nd Ave, Bristol, WI 53104 | CPA & Trust/Estate Services | CPA & Advisor | Owner | 01-Jan-2025 | 160 hours/month | 160 hours/month during trading hours | Provide assistance as needed to clients 4.) ZACHARY RYAN FITZPATRICK | Investment Related | 11220 192nd Ave, Bristol, WI 53104 | Insurance | Agent | 1099 | 23-Apr-2021 | 10 hours/month | 10 hours/month during trading hours | Provide assistance as needed to clients
CRS (Client Relationship Summary) - RIA
Click below to view Zachary R Fitzpatrick'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®
NoneExperience
Current
November 3, 2025 - Present
THE AMERIFLEX GROUP
Office #2: 228c N. Milwaukee St., Waterford, WI 53185Office #3: 5951 Ne Elliott Circle, Corvallis, OR 97330RIA
CRD#: 305585
Bristol, WI
Current
October 24, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Corvallis, OR
Past
April 13, 2022 - September 8, 2022
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
KENOSHA, WI
Past
April 8, 2022 - September 8, 2022
CADARET, GRANT & CO., INC.
RIA
CRD#: 10641
KENOSHA, WI
Past
July 19, 2021 - August 27, 2021
INFLECTION ADVISORS
RIA
CRD#: 288602
Bristol, WI
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
Oregon(11/3/2025)
RR
Wisconsin(11/3/2025)
IAR
Wisconsin(11/3/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/24/2025
General Securities Representative ExaminationGeneral 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.
