Adam Bettis, financial advisor Overland Park KS
93 score

Adam Bettis

CRD Number: 5352182
Current Firm: Ameritas Investment Corp

Adam Bettis (CRD# 5352182) is an Investment Advisor Representative working at Ameritas Investment Corp in Overland Park, KS and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tax Favored Benefits Overland Park, KS Jul 2014 - Current 2
Ameritas Investment Corp Lincoln, NE Jul 2014 - Current 2
Ameritas Life Insurance Corp Lincoln, NE Jul 2014 - Current 2
Frontier Wealth Management LLC Kansas City, MO Jan 2013 - Jul 2014 1
Lpl Financial LLC Prairie Village, KS Jul 2011 - Jan 2013 1
Intrust Financial Corp Prairie Village, KS Nov 2005 - Jan 2013 7
Uvest Financial Services Group, Inc. Charlotte, NC May 2007 - Jul 2011 4
The University Of Kansas Lawrence, KS Aug 2002 - May 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Adam D. Bettis
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • KS
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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