Larry
Welder
Ameritas Advisory Services, LLC
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About this Advisor
Larry Welder is a financial advisor operating in West Des Moines, Iowa with a total of 2 years of relevant experience. Welder currently works for Ameritas Advisory Services, LLC. Throughout their career, Welder has worked at Ameritas Investment Corp, Granite Financial Solutions, LLC, Granite Healthcare Services, Central Financial Group, Gfs Financial Solutions, LLC, Midwest Financial Solutions, LLC, Ameritas Advisory Services, LLC and Welder Consulting Group, LLC. Welder maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia, Iowa and Texas. Ameritas Advisory Services, LLC is a registered investment company based in Lincoln, NE. The firm has offices in 248 locations and a total of 592 financial advisors. It handles $9 billion in total assets between its 35,218 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 38 charitable organizations. Of its 35,218 accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm provides a broad array 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 are based on which services the firm provides the client. However, fee types billed by Ameritas Advisory Services, LLC likely are comprised of 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
Larry Welder Work History
Larry has been registered as a financial advisor for 2 years.*
Welder Consulting Group, LLC
Ameritas Advisory Services, LLC
Midwest Financial Solutions, LLC
Gfs Financial Solutions, LLC
Granite Healthcare Services
Ameritas Investment Corp
Granite Financial Solutions, LLC
Central Financial Group
*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 Larry Welder 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
Trussville, AL
Centreville, VA
Placerville, CA
Greensboro, NC
Charlotte, NC
Appleton, WI
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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