Kelby
Wendzel
Ameritas Advisory Services, LLC
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About this Advisor
Kelby Wendzel is a financial advisor who works out of Fort Myers, Florida, who has 2 years of relevant experience. Wendzel currently works for Ameritas Advisory Services, LLC. Their career trajectory has included roles at 20/20 Financial Advisers-Michiana, LLC, Purdue University, Holladay Properties, Ameritas Investment Corp, Ameritas Life Insurance Corp, 20/20 Capital Management Inc, Verso Financial, Canvas Financial, Ameritas Advisory Services, LLC, Vffl, LLC and Gsd Construction. Wendzel holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Indiana and Texas. Ameritas Advisory Services, LLC is a registered investment business based in Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 employees. It handles $9 billion in assets across its 35,218 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 38 charitable organizations. Of its 35,218 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely depend on which services the firm provides the client. Fee types charged by Ameritas Advisory Services, LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kelby Wendzel Work History
Kelby has been registered as a financial advisor for 2 years.*
Vffl, LLC
Gsd Construction
Ameritas Advisory Services, LLC
Verso Financial
Canvas Financial
Ameritas Investment Corp
Ameritas Life Insurance Corp
20/20 Capital Management Inc
20/20 Financial Advisers-Michiana, LLC
Holladay Properties
Purdue University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelby Wendzel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ameritas Advisory Services, LLC
Exeter, CA
Perrysburg, OH
San Ramon, CA
Placerville, CA
Tampa, FL
Lincoln, NE
Sudbury, MA
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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