Kestra Loses FA Team to The AmeriFlex Group

The AmeriFlex Group, an Osaic-affiliated hybrid RIA firm based in Las Vegas, has acquired Colorado-based ERSI Wealth Management. The team manages approximately $400 million in assets and consists of Stephen Brubaker, Jim Brubaker, Brian Brubaker, Gary Sidder, and Jenny Kast, serving individuals, families, and business owners.

ERSI traces its roots back to the 1980s when Jim Brubaker founded several companies specializing in executive benefits and business owner exit strategies. Over time, these businesses evolved into Exit and Retirement Strategies, Inc., which later became known by the acronym ERSI.

Stephen Brubake initiated his career in the financial services industry in 2008 with NFP Advisor Services and moved to Kestra in 2007. He also holds CFP, AIF, and CLU designations. Jim Brubaker has been a part of the industry since 1982 and joined Kestra in 2005. He holds CLU and ChFC designations. Brian Brubaker's entire professional experience has been with Kestra since 2019. Brain holds an AIF designation.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

Related Content

Aerospace, Logistics, and Automation Drive September 2025 Industrial Transactions
October 21, 2025

Real Assets, Private Credit, and AI Rebound Lead Q3 2025 Institutional Allocations
October 16, 2025

October 14, 2025 Investor News: Illinois Firefighters Accelerates Alts Buildout, and more...
October 14, 2025

Biotech, Value-Based Care, and Digital Health Drive September 2025 Healthcare Transactions
October 14, 2025

AI, LBOs, and Quantum Computing | September 2025 Tech & Software Transactions
October 09, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Kestra Loses FA Team to The AmeriFlex Group

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company