Advisor at Ameritas Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ames, IA 50010
Credentials
Series 63, Series 65
Industry experience
31 years
Darren Gauck is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles at affiliated firms including Ameritas Life Insurance Corp and Midwest Financial Solutions, where he is also licensed as an independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fees for financial planning and consulting services, typically collected 50% in advance and 50% upon delivery
$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
Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC
Hourly financial planning fees up to $500/hour
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
414 Northwestern Ave Ste 103
Ames, IA 50010
Iowa · Texas
Ameritas Advisory Services, LLC
2021 - Present (5 years)
Ameritas Life Insurance Corp
2015 - Present (11 years)
Midwest Financial Solutions, LLC
2010 - Present (16 years)
Ameritas Investment Corp
2002 - Present (24 years)
Midwest Financial
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Boone, IA
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CFP®, Series 65
Ames, IA
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Series 63
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CFP®, Series 65
Ames, IA
Clarity Asset Management, Inc.
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Series 63
Boone, IA
Russell Wealth Advisors
Gary Russell is a financial advisor at Russell Wealth Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with LPL Financial for over 30 years before joining Russell Wealth Advisors in 2017. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for about 119 clients, primarily individual and high-net-worth households. The firm provides discretionary asset management and financial planning services, using a combination of fundamental and technical analysis alongside strategic and tactical asset allocation to tailor portfolios.
ChFC®, Series 63
Ames, IA
Clarity Asset Management, Inc.
Donald Erickson is a ChFC® with 26 years of industry experience. He has been with Clarity Asset Management, Inc. since 2013. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $222 million in client assets using a fundamentals-driven, long-term investment approach that incorporates diversified mutual funds, ETFs, and individual equities.
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