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Chester Hansen III

Advisor at Ameritas Advisory Services, LLC

Updated today

Location

Trinity, TX

Credentials

Series 63, Series 65

Industry experience

27 years

About

Chester Hansen III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has a long tenure at Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 2002. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable and corporate entities and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Client services

Based on Ameritas Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Ameritas Advisory Services, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management

Occupation focus

Based on Ameritas Advisory Services, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning and consulting services, typically collected 50% in advance and 50% upon delivery

Percentage

$0 - $250,000: Up to 2.00% $250,001 - $500,000: Up to 1.75% $500,001 - $750,000: Up to 1.50% $750,001 - $1,000,000: Up to 1.25% $1,000,001 - $3,000,000: Up to 1.00% $3,000,001+: Negotiable or as low as 0.75% depending on program

Commissions

Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC

Project-based

Hourly financial planning fees up to $500/hour

Other

Account minimum: Varies by program; see specific program minimums below Minimum fee: Minimum annual program fees such as $40 or $50 depending on program Fee-only: Financial planning and consulting fees charged as hourly fees up to $500/hour or flat fees; one-time or ongoing basis

Location

Trinity, TX

Most active in

Texas

Work history

Ameritas Advisory Services, LLC

2021 - Present (5 years)

Ameritas Life Insurance Corp

2002 - Present (24 years)

Ameritas Investment Corp

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Trevor M

CFP®, Series 66

Trinity, TX

Edward Jones

Trevor McCarley is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. His prior roles include positions at LPL Financial, JayKay Wealth Advisors, Wells Fargo Bank, and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is a co-owner of a family timber property in Richmond, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer ESG / Sustainable investing Founder/Business Owner Religious/faith focused Values-based investing Intergenerational Families

Don E

Series 63, Series 65

Trinity, TX

Edward Jones

Don Evans is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2015. Outside of his advisory role, he has involvement in oil and gas royalties in Lake Charles, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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