Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Ameritas Advisory Services charges fees based on the specific program and services you choose. These fees can be asset-based for investment management or may involve separate charges for financial planning or consulting. Some programs are 'wrap fee' programs, meaning the fee covers both advisory services and transaction costs, while others charge transaction costs separately. It's important to discuss the costs and benefits of each option with your IAR to determine the most suitable approach for your financial situation.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

Toledo, OH

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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

Andrea is a financial advisor at Wilcox Financial-Wilcox Sports Management, dedicating full-time hours to financial planning and investment advice. She also works as an insurance agent for Wilcox Financial/AIC, spending about half her time on insurance and annuity sales.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
February 2022 - Present · 3 yrs 11 mos
Ameritas Investment Company, LLCBroker
July 2021 - Present · 4 yrs 6 mos
Previous Registrations
National Planning CorporationBroker
October 2004 - August 2007 · 2 yrs 10 mos
The Huntington Investment Company Broker
August 2002 - January 2003 · 5 mos
State Registrations3 states
MINEOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.