Kelby Wendzel, financial advisor Lincoln NE
89 score

Kelby Wendzel

CRD Number: 6069335
Current Firm: Ameritas Investment Corp

Kelby Wendzel (CRD# 6069335) is an Investment Advisor Representative working at Ameritas Investment Corp in Lincoln, NE and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
20/20 Capital Management Inc. Costa Mesa, CA Jan 2016 - Current 1
Ameritas Life Insurance Corp Lincoln, NE Jul 2014 - Current 2
Ameritas Investment Corp Lincoln, NE Feb 2014 - Current 2
20/20 Financial Advisers-michiana, LLC Mishawaka, IN Dec 2013 - Current 3
Purdue University West Lafayatte, IN Aug 2010 - Dec 2013 3
Holladay Properties South Bend, IN May 2013 - Aug 2013 < 1
Grunawalt Baer Financial Mishawaka, IN May 2012 - Aug 2012 < 1
Penn Harris Madison School Corp. Mishawaka, IN Jan 2000 - May 2010 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Kelby K. Wendzel
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • IN
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
89
Clean Record
This advisor has a clean track record with regulators.

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