DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jerry Leigh Betzler
Feed of 09/15/2026
Also filed as Jerry L Betzler
At current firm
11 y
since Jul 27, 2015
In the industry
19 y
since Aug 27, 2007 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Horace Mann Investors, Inc. no RAUM currentsince Jul 27, 2015 · Springfield, Il
- Mutual Of Omaha Investor Services, Inc. independent RIAMay 9, 2014 to Nov 13, 2014 · Brandon, Sd
- Oneamerica Securities, Inc. BD affiliatedOct 12, 2007 to Dec 18, 2012 · Sioux Falls, Sd
Moves
a registration end followed by a registration begin elsewhere
- Mutual Of Omaha Investor Services, Inc. to Horace Mann Investors, Inc.left Nov 13, 2014, registered Jul 27, 2015 (256 days) · Other
- Oneamerica Securities, Inc. to Mutual Of Omaha Investor Services, Inc.left Dec 18, 2012, registered May 9, 2014 (507 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- No RAUM reportedderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address