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Brenda B
Series 66
Iowa City, IA
Ameritas Advisory Services, LLC
Brenda Barthelman is a financial advisor with Ameritas Advisory Services, LLC who holds the Series 66 designation and has 17 years of industry experience. She has worked at Ameritas Investment Corp since 2008 and currently owns Barthelman Financial Services, a subsidiary of Midwest Financial Solutions, LLC, where she focuses on insurance planning. Barthelman also serves in administrative and training roles at Hawkeye Brokerage Center and Midwest Financial Solutions. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diverse asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms and third-party technologies.
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 credentials and bringing 34 years of industry experience. He has held roles at multiple Ameritas affiliates since 2000 and has owned and managed several insurance agencies and educational ventures, including teaching retirement planning fundamentals through the Miller Learning Center. Additionally, he serves as President of Kalona Golf Club, Inc., where he participates in monthly board meetings focused on course management. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, and organizations. The firm offers a variety of portfolio management programs and leverages both proprietary and third-party models, alongside a range of investment products and operational practices to meet client needs.
Larry W
Series 63, Series 65
Iowa City, IA
Ameritas Advisory Services, LLC
Larry Welder is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has held roles at multiple firms, including his own Welder Consulting Group, LLC, and has involvement in medical staffing through ownership of Granite Healthcare Services. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, utilizing a range of investment strategies and platforms that include model portfolios, mutual funds, ETFs, and individual securities. The firm is part of a mutual holding company with affiliated broker-dealer and insurance entities, offering expanded investment options such as interval funds and private-credit strategies.
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