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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Tracie M Reithmann

Advisor at THE AMERIFLEX GROUP

TEMPE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dac97dbd-3c12-afd4-5b0f-d9eb3806f401

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 6, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE AMERIFLEX GROUP
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 17, 2015
First registration: Apr 6, 2016
Dual registered: yes, broker-dealer
Other names: TRACIE MARIE WILLIAMS|TRACIE MARIE REITHMANN
IAPD individual key: 6327909

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE AMERIFLEX GROUP	Bd affiliated wealth	Jan 22, 2025	n/a	yes	TEMPE, AZ	Current employment
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Feb 19, 2020	Dec 31, 2024	no	Scottsdale, AZ\|INDIANAPOLIS, IN	Previous registration
PFG ADVISORS	Independent wealth	Mar 2, 2018	Mar 6, 2020	no	Phoenix, AZ	Previous registration
CUE FINANCIAL GROUP, INC.	Former SEC adviser	Apr 6, 2016	Dec 31, 2018	no	Phoenix, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ONEAMERICA SECURITIES, INC.	THE AMERIFLEX GROUP	Dec 31, 2024	Jan 22, 2025	22	Firm change	Ibd to ibd
PFG ADVISORS	ONEAMERICA SECURITIES, INC.	Mar 6, 2020	Feb 19, 2020	-16	Firm change	RIA to ibd
CUE FINANCIAL GROUP, INC.	PFG ADVISORS	Dec 31, 2018	Mar 2, 2018	-304	Firm change after gap	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
21033:173344:AZ:2018-12-31	Dec 31, 2018	Mar 2, 2018	PHOENIX, AZ	Firm change after gap

Relationships

Registered with (4)

→ THE AMERIFLEX GROUPRegistered adviserregistration: current employment
Jan 22, 2025 to presentfactForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Feb 19, 2020 to Dec 31, 2024factForm ADV
→ PFG ADVISORSRegistered adviserregistration: previous registration
Mar 2, 2018 to Mar 6, 2020factForm ADV
→ CUE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 6, 2016 to Dec 31, 2018factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Tracie M Reithmann left Oneamerica Securities, Inc. for The Ameriflex Group (registered 2025-01-22)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dac97dbd-3c12-afd4-5b0f-d9eb3806f401
First observed: Apr 6, 2016
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Tracie M Reithmann

Advisor at THE AMERIFLEX GROUP

TEMPE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dac97dbd-3c12-afd4-5b0f-d9eb3806f401

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

THE AMERIFLEX GROUP

Bd affiliated wealth

Jan 22, 2025

n/a

yes

TEMPE, AZ

Current employment

ONEAMERICA SECURITIES, INC.

Bd affiliated wealth

Feb 19, 2020

Dec 31, 2024

Scottsdale, AZ|INDIANAPOLIS, IN

Previous registration

PFG ADVISORS

Independent wealth

Mar 2, 2018

Mar 6, 2020

Phoenix, AZ

Previous registration

CUE FINANCIAL GROUP, INC.

Former SEC adviser

Apr 6, 2016

Dec 31, 2018

Phoenix, AZ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ONEAMERICA SECURITIES, INC.

THE AMERIFLEX GROUP

Dec 31, 2024

Jan 22, 2025

Firm change

Ibd to ibd

PFG ADVISORS

ONEAMERICA SECURITIES, INC.

Mar 6, 2020

Feb 19, 2020

-16

Firm change

RIA to ibd

CUE FINANCIAL GROUP, INC.

PFG ADVISORS

Dec 31, 2018

Mar 2, 2018

-304

Firm change after gap

RIA to RIA

Team

Left

Joined

From

Kind

21033:173344:AZ:2018-12-31

Dec 31, 2018

Mar 2, 2018

PHOENIX, AZ

Firm change after gap