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.
Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
Ames, IA
Ameritas Advisory Services, LLC
Enterprise
Peter Flora is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and over 20 years of industry experience. His career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., Tax Favored Benefits, Inc., and TFB Advisors, LLC. He is also licensed as an independent insurance agent specializing in fixed insurance products and administers retirement plans through Tax Favored Benefits, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial and execution platforms, supporting both discretionary and non-discretionary advisory relationships.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fees for financial planning and consulting services negotiated or fixed; portfolio advisor program also may charge flat or asset-based fees
$0 - $250,000: Up to 2.30% total Advisory Fee (including program and IAR fee depending on program) $250,001 - $500,000: Up to 2.10% total Advisory Fee $500,001 - $750,000: Up to ~1.85% total Advisory Fee $750,001 - $1,000,000: Up to ~1.55% total Advisory Fee $1,000,001 - $3,000,000: Between 1.00% to 1.30% depending on program $3,000,001 - $5,000,000: Between 0.75% to 1.00% depending on program $5,000,001+: Between negotiable and 0.75% program fee plus IAR fee
Commission-based variable insurance products sold by IARs registered with affiliated broker dealer AIC; commissions received create conflicts of interest
Hourly financial planning and consulting fees up to $500 per hour
Account minimum: Varies by program, see detailed tiers below Minimum fee: Various minimum fees e.g., $40 minimum annual fee in some programs, $50 minimum annual program fee billed monthly prorata, $350 minimum program fee for Ameritas Wealth Platform Fee-only: Financial planning and consulting charged as hourly (up to $500/hour) or flat fees, negotiated or fixed fee schedules; may be one-time or ongoing fees
Ames, IA
Ames IA
Advisors at this office
1
Iowa
20 years of industry experience
TFB Advisors, LLC
2022 - Present • 4 years
Overland Park, KS
Ameritas Advisory Services, LLC
2021 - Present • 5 years
Lincoln, NE
Ameritas Life Insurance Corp.
2006 - Present • 20 years
Lincoln, NE
Ameritas Investment Corp.
2006 - Present • 20 years
Lincoln, NE
Tax Favored Benefits, Inc.
2004 - Present • 22 years
Ames, IA
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 65, Series 63
Boone, IA
Russell Wealth Advisors
Andrew Russell is a financial advisor at Russell Wealth Advisors with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Russell Wealth Advisors since 2017, as well as with LPL Financial and Russell Wealth Management. Russell Wealth Advisors serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management, standalone financial planning, and consulting engagements. The firm uses a combination of fundamental, technical, and cyclical analysis for portfolio management and offers tailored solutions that consider special tax and stock-related situations.
CFP®, Series 65
Ames, IA
Clarity Asset Management, Inc.
Kacy Bass is a CFP® with 11 years of experience in the financial advisory industry. She has been with Clarity Asset Management, Inc. since 2015. Clarity Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis and a proprietary due-diligence process to build diversified portfolios with a long-term focus, while also offering regular portfolio reviews and educational seminars to clients and the public.
Series 63
Slater, IA
Christensen Capital, LLC
Jon Christensen is a financial advisor at Christensen Capital, LLC with 27 years of industry experience. He holds a Series 63 designation and has been involved with both Christensen Capital and the Target 3 Fund, LP for over three decades. Christensen Capital provides discretionary investment management to a private pooled investment vehicle and separately managed individual accounts. The firm primarily serves high-net-worth individuals, focusing on value stocks and special situations through detailed fundamental analysis and a low-turnover investment approach.
CFP®, Series 65
Ames, IA
Clarity Asset Management, Inc.
Nevin Conlon is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked exclusively at Clarity Asset Management, Inc. since 2016. Clarity Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm uses fundamental analysis and an internal due-diligence process to build diversified portfolios with a long-term focus, offers discretionary portfolio management, and conducts educational seminars open to clients and the public.
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.
Series 63, Series 66
Boone, IA
Russell Wealth Advisors
Adam Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2007. Outside of advisory services, he is a business owner of Timberline Cabinet Supply Company LLC, a woodworking supply company. Russell Wealth Advisors serves primarily individual and high-net-worth households, managing approximately $91 million across three advisors. The firm combines fundamental and technical investment methods with strategic and tactical asset allocation to tailor portfolios, offering discretionary asset management as well as hourly and one-time financial planning services.
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