LW
Larry B. Welder
AMERITAS ADVISORY SERVICES
West Des Moines, IA 50266
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CRD#: 4951591
LW
Professional summary
Larry Brent Welder is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in West Des Moines, Iowa and AMERITAS INVESTMENT COMPANY, LLC located in W Des Moines, Iowa.
Larry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Larry has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
GRANITE FINANCIAL SOLUTIONS, LLC; SAME AS IA BRANCH; INV REL; SELLING FINANCIAL SERVICES; AGENT; START DATE=09/2007; HRS/MO=120; TRADING HRS/MO=120; PROVIDE FINANCIAL SERVICES TO CLIENTS * GRANITE HEALTHCARE SERVICES; SAME AS GA BRANCH; NON-INV REL; MEDICAL STAFFING AGENCY-PROVIDE MEDICAL PROFESSIONALS ON A TEMPORARY BASIS TO CLIENTS, MEDICAL CONSULTING; OWNER; START DATE=07/2010; HRS/MO=1; TRADING HRS/MO=0; BUSINESS DEVELOPMENT * CENTRAL FINANCIAL GROUP; 5959 VILLAGE VIEW DR STE 200, W DES MOINES IA 50266; INV REL; FINANCIAL SERVICES GENERAL AGENCY; DISTRICT MANAGER; START DATE=09/2007; HRS/MO=100; TRADING HRS/MO=100; DISTRICT MANAGER & FINANCIAL REPRESENTATIVE * GFS FINANCIAL SOLUTIONS, LLC; SAME AS TX BRANCH; INV REL; DBA OF GRANITE FINANCIAL SOLUTIONS, LLC IN TEXAS ONLY; OWNER; START DATE=01/2015; HRS/MO=120; TRADING HRS/MO=100; SAME AS GRANITE FINANCIAL SOLUTIONS, LLC-PROVIDE FINANCIAL SERVICES TO CLIENTS * Midwest Financial Solutions, LLC; same as OSJ branch; inv rel; OSJ and upline to AIC; Agent; start date=02/2017; hrs/mo=100; trading hrs/mo=100; representative * Rental Property; same as residence; non-inv rel; receive rental income from two rental properties; Owner; start date=10/2014; hrs/mo=2; trading hrs/mo=2; oversee properties and bookkeeping * Welder Consulting Group, LLC; 15390 Bayberry Ave, Ventura, IA 50482; inv rel; Selling financial services; Owner; start date=09/2022; hrs/mo=125; trading hrs/mo=100; Sole owner and responsible for sales and business operations
CRS (Client Relationship Summary) - RIA
Click below to view Larry Brent Welder's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 1200 Valley West Dr Ste 403, West Des Moines, IA 50266RIA
CRD#: 317245
West Des Moines, IA
Current
September 25, 2007 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 1200 Valley West Dr Ste 403, W Des Moines, IA 50266Office #2: 10715 Gulfdale St Ste 240, San Antonio, TX 78216Office #3: 4571 Cox Rd Ste B, Evans, GA 30809BD
CRD#: 14869
W Des Moines, IA
Past
January 27, 2009 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
Ventura, IA
Past
July 22, 2005 - March 6, 2007
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(11/17/2007)
IAR
Georgia(11/1/2021)
RR
Illinois(2/6/2014)
RR
Iowa(9/25/2007)
IAR
Iowa(11/1/2021)
RR
Kansas(7/6/2009)
RR
Texas(7/6/2009)
IAR
Texas(11/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245West Des Moines, IA 50266TRUST BUT VERIFY
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