Brenda Charlene Barthelman

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → Present
  Hawkeye Brokerage Center
  Iowa City, IA
• 11/2008 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 09/2005 → Present
  Midwest Financial Solutions, Llc
  Iowa City, IA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 04/2022 → Present
  Barthelman Financial Services
  Washington, IA

Other Businesses

HAWKEYE BROKERAGE CENTER; SAME AS BRANCH; INV REL; INSURANCE; HR/AGENT SERVICES DIRECTOR; START DATE=09/2005; HRS/MO=160; TRADING HRS/MO=150; ORDER SUPPLIES, HELP WITH NEW AGENT LICENSING PAPERWORK, FILING, COMPUTER OPERATIONS, OPEN & SORT MAIL * MIDWEST FINANCIAL SOLUTIONS, LLC; SAME AS BRANCH; INV REL; RECRUITING NEW INSURANCE AND SECURITIES AGENTS, MAINTAINING AND HELPING EXISTING AGENTS WITH CASES, COMMISSIONS, ETC., HANDLE ORPHAN SECURITIES ACCOUNTS; HR/BRANCH ADMINISTRATOR; START DATE=09/2005; HRS/MO=160; TRADING HRS/MO=120; CURRENT OSJ FOR REGISTERED REPRESENTATIVES FOR THIS AGENCY, HELP AGENTS WITH CASE DESIGNS, DO PRODUCT RESEARCH, PLAN ANNUAL AGENT TRAINING MEETINGS, DO WEBCAST TRAINING SESSIONS, HANDLE ORPHAN CASES * Barthelman Financial Services; same as residence; inv rel; subsidiary of Midwest Financial Solutions, LLC-doing business as name; Owner; start date=04/2022; hrs/mo=20; trading hrs/mo=20; insurance planning

Exams

• S66 Uniform Combined State Law Examination
  2009-04-16

Other Names

• Brenda Charlene Waddell
• Brenda Charlotte Barthelman