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Adan Herrera Diaz

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:$5K
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Location

3815 River Crossing Pkwy Ste 180, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adan is a partner at Canvas Financial and an owner of FRESCO Financial Advisers, LLC, offering fixed investments and insurance products. These activities take about 10-20% of his time combined.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 3 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 19 yrs 8 mos
Previous Registrations
Ameritas Advisory Services
July 2018 - November 2021 · 3 yrs 4 mos
20/20 Capital Management, INC
March 2017 - January 2019 · 1 yr 10 mos
Ameritas Investment CORP
June 2006 - October 2017 · 11 yrs 4 mos
Carillon Investments, INC
June 2006 - June 2006 · 0 mos
Carillon Investments, INC.Broker
December 2000 - June 2006 · 5 yrs 6 mos
Quest Capital Strategies, INC.Broker
September 1996 - December 2000 · 4 yrs 3 mos
Edward D. Jones & CO., L.P.Broker
August 1993 - November 1994 · 1 yr 3 mos
State Registrations27 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.