Broker Check by FINRA

Your Life
Your Retirement
- Individual Plans
- Group & Business Plans
Your Business
Our People

Connect With Us

Broker Check by FINRA

Your Life
Your Retirement
- Individual Plans
- Group & Business Plans
Your Business
Our People
Connect With Us
- Meet With An Advisor

Connect With Us

Local: 505.884.0451

Toll-Free: 888.884.0451

Email: GetStarted@CharlesStephen.com

Fax: 505.881.1333

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Address:

5951 Jefferson St. NE, Suite D
Albuquerque, NM 87109

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Please complete the appropriate form for Existing Clients or New Clients.

Existing Clients

Our scheduler will respond to you as soon as possible once we receive your message.

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Your Advisor *Steve CiepielaAdam CiepielaKelly FamigliettaKevin A. BrownJonathan StonerJeremy AguilarLea Sauri

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In order to serve you better, please take a moment and provide some general information about your current situation. All of this information is confidential and protected by U.S. securities laws.

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Are you invested in any of the following types of assets?Mutual fundIndex fundIndividual stocks and bondsPersonal IRA401(k) planPension planReal estateBusiness ownership, full or partialOtherPlease check all that apply

Do you sponsor, or are you interested in sponsoring, a company retirement plan?YesNoMaybeSuch as a 401(k), 403(b) or XXX

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Request for Proposal

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5951 Jefferson St NE Ste. D
Albuquerque, NM 87109

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Advisor. Cambridge is separately owned and other entities and/or marketing names, products or services referenced here are independent of Cambridge.

This communication is strictly intended for individuals residing in the states of (Arizona, Alabama, Arkansas, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Maryland, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, South Dakota, Texas, Utah, Virginia, Washington.) No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

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