John Setzler, financial advisor Lincoln NE
71 score

John Setzler

CRD Number: 1945515
Current Firm: Ameritas Investment Corp

John Setzler (CRD# 1945515) is an Investment Advisor Representative working at Ameritas Investment Corp in Lincoln, NE and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Premier Planning Group Nc Hickory, NC Jun 2012 - Current 4
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 10
Ameritas Life Insurance Corp Lincoln, NE Jun 2006 - Current 10
Setzler And Meyers, LLC Hickory, NC Mar 2008 - Nov 2012 4
Capital Concepts Hickory, NC Jan 2004 - Jun 2012 8
Capital Concepts Properties Hickory, NC Mar 1999 - Jun 2012 13
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Cincinnati, OH Jun 1990 - Dec 2011 21
Carolina Commercial Credit Greensboro, NC Feb 2010 - Jul 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S65 NASAA Investment Advisors Law Examination Mar 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John B. Setzler
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
71

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