Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Brenda B

Series 66

Iowa City, IA

Ameritas Advisory Services, LLC

Brenda Barthelman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Investment Corp since 2008. Barthelman is also the owner of Barthelman Financial Services and serves in various roles including recruiting and training agents at Midwest Financial Solutions, LLC, and Hawkeye Brokerage Center. 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 utilizes model portfolios, third-party sub-advisers, and custom strategies, delivering advice on both a discretionary and non-discretionary basis.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar
firm logo

Merle M

Series 63, Series 65

Iowa City, IA

Ameritas Advisory Services, LLC

Merle Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes long-term roles at Ameritas Life Insurance Corp and Ameritas Investment Company, LLC, as well as ownership and management responsibilities at Midwest Financial Solutions LLC and Hawkeye Brokerage Center, Inc. Outside of his advisory work, he owns an educational business focused on teaching retirement planning fundamentals and serves as president of the Kalona Golf Club, participating in its board meetings. 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, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with at least annual client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
user avatar
firm logo

Larry W

Series 63, Series 65

Iowa City, IA

Ameritas Advisory Services, LLC

Larry Welder is a financial advisor with Ameritas Advisory Services, LLC based in West Des Moines, IA. He holds Series 63 and Series 65 credentials and has 20 years of industry experience. He is also the owner of Welder Consulting Group, LLC and Granite Healthcare Services, which provides temporary medical staffing and consulting services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services using model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")