Russell C. Welty
Professional summary
Russell Charles Welty, who also goes by Russ Welty, is a registered financial professional currently at AMERITAS INVESTMENT COMPANY, LLC located in Fremont, Ohio.
Russell is registered as a RR (Registered Representative) and started their career in finance in 1983. Russell has worked at 6 firms and has passed the SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Russell Charles Welty's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 28, 2025 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 2100 Old Oak Harbor Rd, Fremont, OH 43420June 14, 2024 - December 31, 2024
OSAIC WEALTH, INC.
October 31, 2003 - June 14, 2024
SECURITIES AMERICA, INC.
October 2, 1989 - August 27, 2003
CADARET, GRANT & CO., INC.
August 29, 1988 - October 2, 1989
CADARET, GRANT & CO., INC.
August 23, 1983 - September 12, 1988
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/31/2025)
Exams
FINRA
Current Firm
AMERITAS INVESTMENT COMPANY, LLC
CRD#: 14869 / SEC#: 801-undefined, 8-31296
Contact information
FINRA licenses (51 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | BENEFICIAL OWNER | |
| BEASLEY, RYAN CHARLES | MEMBER BOARD OF DIRECTORS | 2943009 |
| BERTHOLD, RICHARD AARON | VICE PRESIDENT, OPERATIONS | 4433172 |
| BIEL, ROLLIN LYNN | FINANCIAL AND OPERATIONS PRINCIPAL | 5101711 |
| HALVERSON, KELLY JAY | MEMBER BOARD OF DIRECTORS | 7977580 |
| KINSELLA, MATTHEW JOHN | CHIEF COMPLIANCE OFFICER | 5217108 |
| KORTE, BRENT FRAZIER | MEMBER BOARD OF DIRECTORS | 4808103 |
| ROBSON, JEREMY MICHAEL | PRESIDENT AND MEMBER BOARD OF DIRECTORS | 4147931 |
| SCHUBAUER, TYLER JOSEPH | CORPORATE SECRETARY | 6392775 |
| SHERFFIUS, MARIA ELIZABETH | SECOND VICE PRESIDENT - COMPLIANCE OFFICER | 2726500 |
| WU, MICHELE XIAOMING | MEMBER BOARD OF DIRECTORS | 7863936 |
Disclosures
| Regulatory Event | 21 |
| Arbitration | 2 |
Red Flags
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