Jace Champlin, financial advisor Overland Park KS
93 score

Jace Champlin

CRD Number: 5494050
Current Firm: Ameritas Investment Corp

Jace Champlin (CRD# 5494050) is an Investment Advisor Representative working at Ameritas Investment Corp in Overland Park, KS and has over 8 years of experience in the finance industry.

Similar Advisors
Clint Haynes, financial advisor Overland Park KS
Clint Haynes
CRD# 4412753
Nextgen Wealth, LLC
Score
108
Similar Advisors
Paul McClain, financial advisor Overland Park KS
Paul A. McClain
CRD# 1982523
Freedom Wealth Advisors, LLC
Score
102
Similar Advisors
Michael Searcy, financial advisor Overland Park KS
Michael J. Searcy
CRD# 821456
Searcy Financial Services, Inc.
Score
105
Company Name Location Dates Years
Ameritas Life Insurance Corp Lincoln, NE Jan 2015 - Current 1
Legal Shield Overland Park, KS Jan 2014 - Current 2
The Retirement Store Overland Park, KS Sep 2013 - Current 3
Rca Wealth Strategies Overland Park, KS Feb 2013 - Current 3
Ameritas Investment Corp Lincoln, NE Jan 2013 - Current 3
Central Financial Services Overland Park, KS Jan 2013 - Current 3
Herbal Life Gardner, KS May 2012 - Dec 2013 1
New England Securities Overland Park, KS Feb 2008 - Jan 2013 4
Grimms Gardens Hiawatha, KS May 2006 - Feb 2008 1
Northwest Missouri State University Maryville, MO Aug 2003 - Dec 2007 4
Complete Outdoor Services Maryville, MO Sep 2006 - Nov 2007 1
Jefferson High School Conception Jct., MO Mar 2007 - Apr 2007 < 1
Service Lube Maryville, MO Nov 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Jace W. Champlin
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • KS
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.