Jerry
Betzler

Horace Mann Investors, Inc

CRD#1886620
Investment Advisor
in Grand Rapids, MN

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About this Advisor

Jerry Betzler is a financial advisor based in Grand Rapids, Minnesota, working with Horace Mann Investors, Inc. Jerry has previously held positions at Mutual Of Omaha, Mutual Of Omaha Investor Services, United States Army Reserve, Horace Mann Investors, Inc, and Horace Mann Companies. Jerry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa, Minnesota, South Dakota, and Wisconsin. Currently, Jerry is part of Horace Mann Investors, Inc, which operates out of Grand Rapids, Minnesota. The firm has 72 offices and 74 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Horace Mann Investors, Inc includes other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

321 Ne 4Th St
Grand Rapids, MN 55744

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Horace Mann Investors, Inc Brokerage Details

Total Assets Under Management

$62,122,049

MN Average: $6,674,516,078
Total Number of Employees

74

MN Average: 44
Total Number of Accounts

498

MN Average: 2,564
Average Account Size

$124,743

MN Average: $2,603,165

Investment Advisory Services

  • Selection of other advisers

Jerry Betzler Work History

2015 - Present (9 years)

Horace Mann Investors, Inc

2015 - Present (9 years)

Horace Mann Companies

2014 - Present (10 years)

United States Army Reserve

2014 - 2014 (< 1 year)

Mutual Of Omaha

2014 - 2014 (< 1 year)

Mutual Of Omaha Investor Services

2014 - 2014 (< 1 year)

Mutual Of Omaha Investor Services

Disclosures

Please visit the SEC profile of Jerry Betzler 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 Horace Mann Investors, Inc

Jacob Waltrip
Springfield, IL
Duane Orr
Maryville, TN
Jerry Betzler
Grand Rapids, MN
Steven Delisle
Springfield, IL
Brigido De Leon
Humble, TX
Aaron Rarick
Indianapolis, IN
Todd Hogan
Tampa, FL
Tyler Smith
Springfield, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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