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

1070 Commerce Dr Bldg 3, Perrysburg, OH, 43551

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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

Abbey works as a financial consultant with another registered representative at DeVerna & Co Financial, meeting with clients to assess their financial needs. This activity is investment-related and takes up a full-time commitment.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 2 mos
Ameritas Investment Company, LLCBroker
January 2021 - Present · 5 yrs
Previous Registrations
Ameritas Advisory Services
May 2021 - November 2021 · 6 mos
W&s Brokerage Services, INC. Broker
September 2020 - November 2020 · 2 mos
State Registrations4 states
MIMOOHVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.