Ambassador Advisors, LLC

Ambassador Advisors, LLC (CRD# 116978) is a financial advisory firm headquartered in Lancaster, PA. They manage $384,746,877 in 3,949 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    385
    MILLION
  • Total Number of Accounts
    3,949
    ACCOUNTS
  • Average Account Value
    $97,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, DE, FL, GA, LA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Ambassador Advisors, LLC
Showing 1 - 10 of 20 top financial advisors.
1
Dirk A. Olds
CRD#: 2324104
1249 Upper Front Street, Ste 108, Binghamton, NY 13905
98
Wealthminder
score

Dirk Olds (CRD# 2324104) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Binghamton, NY and has over 24 years of experience in the finance industry.

2
Eric C. Beittel
CRD#: 4102808
1755 Oregon Pike Suite 100, Lancaster, PA 17601
96
Wealthminder
score

Eric Beittel (CRD# 4102808) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 17 years of experience in the finance industry. Eric Beittel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel R. Bailey
CRD#: 1819018
1755 Oregon Pike, Lancaster, PA 17601
93
Wealthminder
score

Daniel Bailey (CRD# 1819018) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 29 years of experience in the finance industry.

4
Bernard I. Bostwick
CRD#: 4327954
1755 Oregon Pike, Lancaster, PA 17601
93
Wealthminder
score

Bernard Bostwick (CRD# 4327954) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 16 years of experience in the finance industry.

5
Steven A. Kavanaugh
CRD#: 5175672
1755 Oregon Pike, Lancaster, PA 17601
93
Wealthminder
score

Steven Kavanaugh (CRD# 5175672) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 11 years of experience in the finance industry.

6
Leonard J. Marsch
CRD#: 5437321
1755 Oregon Pike, Lancaster, PA 17601
93
Wealthminder
score

Leonard Marsch (CRD# 5437321) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 9 years of experience in the finance industry.

7
Ryan M. Middleton
CRD#: 4018469
1755 Oregon Pike, Lancaster, PA 17601
93
Wealthminder
score

Ryan Middleton (CRD# 4018469) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 18 years of experience in the finance industry.

8
Scott R. Monger
CRD#: 1809673
1755 Oregon Pike Suite 100, Lancaster, PA 17601
93
Wealthminder
score

Scott Monger (CRD# 1809673) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 29 years of experience in the finance industry.

9
Curtis L. Musser
CRD#: 5464135
1755 Oregon Pike Suite 100, Lancaster, PA 17601
93
Wealthminder
score

Curtis Musser (CRD# 5464135) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 9 years of experience in the finance industry.

10
Angela K. Shea
CRD#: 5033969
1755 Oregon Pike, Suite 100, Lancaster, PA 17601
93
Wealthminder
score

Angela Shea (CRD# 5033969) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 12 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.