Osaic picks up almost $500M as two teams switch to AmeriFlex

A dozen advisors have been recruited to the firm across multiple states.

The self-proclaimed ‘home of hybrids’ has picked up advisors managing almost half a billion dollars for Osaic.

The AmeriFlex Group, owned and operated by its advisor members and partners is the new firm for a team of ten advisors managing $290 million and a separate pair of advisors with $206 million AUM. The recruitment of these teams adds to the firm’s capabilities across multiple states.

The Meckenstock Group is headquartered in Kansas and was previously affiliated with Independent Financial Group. It is run by president & CEO, Bobb Meckenstock.

“Changing firms is never an easy decision, but after meeting with Osaic and The AmeriFlex Group, seeing their vision for the future and the extraordinary service and support they provide advisors and clients, we knew we found our new home,” said Meckenstock. “From their technology to industry-leading succession and acquisition programs, Osaic and AmeriFlex will be true partners who give us the best opportunity to continue our success for years to come.”

The Meckenstock Group includes Registered Representatives Cameron Kaufman, Reggie Johnson, and Kakim Kunantaev from Kansas, Brian Kozak from Nebraska, and John Reeve and Rodney Smith from California.

FREEDOM & FLEXIBLITY

Meanwhile, Jeffrey McNaney and Lucas Dancy-Cabeal have made the switch from Principal Securities.

The duo operates in Tennessee and California and have more than 30 years of combined industry experience.

“Osaic and AmeriFlex will provide us with the freedom, flexibility and value-added resources we need to take our practices to the next level,” said Dancy-Cabeal. “Jeff and I were impressed by their broad range of products and services they offer, as well as their sincere commitment to helping us enhance our client service experience, while achieving our long-term growth goals.”