Brenda
Barthelman

Ameritas Advisory Services, LLC

CRD#5306197
Investment Advisor
in Iowa City, IA

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About this Advisor

Brenda Barthelman is a financial advisor based in Iowa City, Iowa, working with Ameritas Advisory Services, LLC. Brenda has previously held positions at Hawkeye Brokerage Center, Ameritas Investment Corp, Midwest Financial Solutions, LLC, Ameritas Advisory Services, LLC, and Barthelman Financial Services. Brenda has passed the Series 66 regulatory exam and is registered to provide services in Iowa and Texas. Currently, Brenda is part of Ameritas Advisory Services, LLC, which operates out of Iowa City, Iowa. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2010 Keokuk St
Iowa City, IA 52240

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

IA Average: $1,978,216,465
Total Number of Employees

545

IA Average: 226
Total Number of Accounts

39,033

IA Average: 7,467
Average Account Size

$263,605

IA Average: $264,928

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

Brenda Barthelman Work History

2022 - Present (3 years)

Barthelman Financial Services

2021 - Present (4 years)

Ameritas Advisory Services, LLC

2008 - Present (17 years)

Ameritas Investment Corp

2005 - Present (20 years)

Hawkeye Brokerage Center

2005 - Present (20 years)

Midwest Financial Solutions, LLC

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Disclosures

Please visit the SEC profile of Brenda Barthelman 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

Dennis Culver
San Ramon, CA
Michael Mccarthy
Toledo, OH
David Lien
Irvine, CA
Karina Rahn
Lincoln, NE
Branden Heins
Surprise, AZ
Paul Mattke
Milton, FL
Quinton Storm
Tulsa, OK
Tayton Bair
Flagstaff, AZ

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