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
Loading...

Advisor Information

Office location

Appleton, WI

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Ameritas Investment Company, LLCBroker
December 2022 - Present · 3 yrs 1 mo
Ameritas Advisory Services, LLC
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Aegis Financial
November 2021 - November 2022 · 1 yr
Woodbury Financial Services, INC.Broker
April 2021 - October 2021 · 6 mos
Woodbury Financial Services, INC.
April 2021 - October 2021 · 6 mos
Oneamerica Securities, INC. Broker
April 2020 - May 2021 · 1 yr 1 mo
Oneamerica Securities, INC.
April 2020 - May 2021 · 1 yr 1 mo
Packerland Brokerage Services, INC. Broker
December 2017 - March 2020 · 2 yrs 3 mos
Packerland Brokerage Services, INC.
December 2017 - March 2020 · 2 yrs 3 mos
Investment Centers of America, INC.Broker
February 2015 - November 2017 · 2 yrs 9 mos
Investment Centers of America, INC.
February 2015 - November 2017 · 2 yrs 9 mos
Sii Investments, INC.
February 2015 - November 2017 · 2 yrs 9 mos
Sii Investments, INC.Broker
February 2015 - November 2017 · 2 yrs 9 mos
U.S. Bancorp Investments, INC. Broker
April 2013 - February 2015 · 1 yr 10 mos
U.S. Bancorp Investments, INC.
April 2013 - February 2015 · 1 yr 10 mos
Sii Investments, INC.
October 2011 - April 2013 · 1 yr 6 mos
Investment Centers of America, INC.
October 2011 - April 2013 · 1 yr 6 mos
Investment Centers of America, INC.Broker
October 2011 - April 2013 · 1 yr 6 mos
Sii Investments, INC.Broker
March 2011 - April 2013 · 2 yrs 1 mo
Metlife Securities INC.Broker
May 2006 - January 2007 · 8 mos
Metropolitan Life Insurance CompanyBroker
May 2006 - January 2007 · 8 mos
State Registrations2 states
NEWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.