David Martin Fletcher
Investment adviser representative at Ameritas Advisory Services, LLC
36 yearsExperience
1 stateRegistered in
$13.7BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
36 years in the industry.
- FletchinvestApr 2022 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Midwest Financial Solutions, LLCJul 2020 to now
- Ameritas Investment Company, LLCFeb 2020 to now
- Ameritas Life Insurance CorpApr 2018 to now
- K. Threlkeld Agency, Inc. Aka KtaJun 1990 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IA).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4264600
- Firm CRD
- 317245