FUNDRAISING NEWS | March 01, 2024
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. 
John Washington is the Data Research Analyst at Dakota.
