AR

Aaron Michael Roberts

3 Years of Experience

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

5900 O Street, Lincoln, NE, 68510

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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 Activities

Aaron owns Great Tux, a business providing tuxedo rentals/sales, DJ services, and officiant services for weddings and special events, since 2008. This non-investment related activity takes about a quarter of his time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
February 2023 - Present · 2 yrs 11 mos
Ameritas Investment Company, LLCBroker
October 2022 - Present · 3 yrs 3 mos
Ameritas Investment Company, LLC
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
June 2022 - October 2022 · 4 mos
State Registrations1 state
NE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.