Kelby Kenneth Wendzel

Current Employers

Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-11-01
IN	RA	APPROVED	2021-11-01
TX	RA	APPROVED_RES	2021-11-01

FL RA
APPROVED

Since 2021-11-01
IN RA
APPROVED

Since 2021-11-01
TX RA
APPROVED_RES

Since 2021-11-01

Branch Locations

Fort Myers, FL • United States

3930 Edison Lakes Parkway Ste 220, Mishawaka, IN 46545 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
20/20 Financial Advisers-Michiana, Llc	Mishawaka	IN	12/2013	12/2018
Ameritas Investment Corp	Lincoln	NE	02/2014	Present
Ameritas Life Insurance Corp	Lincoln	NE	07/2014	Present
20/20 Capital Management Inc.	Costa Mesa	CA	01/2016	12/2018
Verso Financial	Mishawaka	IN	11/2018	Present
Canvas Financial	Mishawaka	IN	08/2018	Present
Ameritas Advisory Services, Llc	Lincoln	NE	11/2021	Present
Vffl, Llc	Fort Myers	FL	01/2022	Present
Gsd Construction	Ester	FL	10/2022	Present

12/2013 → 12/2018

20/20 Financial Advisers-Michiana, Llc

Mishawaka, IN
02/2014 → Present

Ameritas Investment Corp

Lincoln, NE
07/2014 → Present

Ameritas Life Insurance Corp

Lincoln, NE
01/2016 → 12/2018

20/20 Capital Management Inc.

Costa Mesa, CA
11/2018 → Present

Verso Financial

Mishawaka, IN
08/2018 → Present

Canvas Financial

Mishawaka, IN
11/2021 → Present

Ameritas Advisory Services, Llc

Lincoln, NE
01/2022 → Present

Vffl, Llc

Fort Myers, FL
10/2022 → Present

Gsd Construction

Ester, FL

Previous Registrations

2016-06-28 → 2019-01-02

20/20 Capital Management, Inc

Mishawaka, IN

Costa Mesa, CA

Other Businesses

VERSO FINANCIAL; SAME AS BRANCH; INV REL; DBA FOR LOCAL MARKETING; FINANCIAL ADVISOR; START DATE=11/2018; HRS/MO=160; TRADING HRS/MO=130; RUNNING CLIENT RELATIONSHIPS AND MAKING RECOMMENDATIONS * Canvas Financial; same as branch; inv rel; organization that combines 6 different firms that are already with AIC-shell DBA used for marketing and firm consolidation purposes; Financial Advisor; start date=08/2018; hrs/mo=160; trading hrs/mo=120; managing client relationships, putting together financial plans, making recommendations * Renting my Home; 52124 N Lakeshore Dr, Granger IN 46530; non-inv rel; renting my house out for Notre Dame football weekends; Owner; start date=10/2019; hrs/mo=1; trading hrs/mo=0; manage the property and rent it out during Notre Dame football weekends * VFFL, LLC; same as branch; inv rel; LLC entity taxed as S corp to help reduce payroll taxes on my compensation from Verso Financial; Owner; start date=01/2022; hrs/mo=160; trading hrs/mo=160; running client relationships and making recommendations for Verso Financial * GSD CONSTRUCTION; 10600 CHEVROLET WAY, ESTER FL 33928; NON INV REL; ROOFING COMPANY; SALES; START DATE=10/2022; HRS/MO=16; TRADING HRS/MO=4; MEET WITH LEADS, INSPECT ROOFS, DOCUMENT DAMAGE, SELL SERVICES

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-05-12

S66 Uniform Combined State Law Examination

2014-05-12

Other Names

Kelby K Wendzel

View on SEC IAPD