Ameritas Advisory Services, Llc
Lincoln, Nebraska
1.0
1 Review
Ameritas Advisory Services, LLC, headquartered in Lincoln, NE, is a reputable regional investment advisory firm. With 249 offices, they serve a diverse client base of over 23,190 individuals and manage a substantial $8,534,798,000 in assets. The firm boasts extensive expertise in employer 401Ks and individual investment strategies, with roughly half of their assets under management sourced from these areas. Furthermore, Ameritas Advisory Services, LLC has demonstrated proficiency in discretionary asset management, handling approximately 35% of the assets they oversee in a discretionary capacity.
Their compensation structure is fl...
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Assets Under Mgmt
$8.53B
Investment Professionals
529
Locations
248
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC found with a false statement or omission
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Disciplined by self-regulatory organization or commodities exchange
Enjoined by domestic or foreign court in connect with investment-related activities (10 years)
Found to be involved in a violation of investment-related activities by domestic or foreign court
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