firm profile
Ameritas Investment Partners, Inc.
Overview
Ameritas Investment Partners, Inc. is an SEC registered investment adviser based in Lincoln, NE, registered since 1991. It reports $29B in assets under management across 2,515 accounts, with 51 employees. It has 7 investment adviser representatives.
- Reported AUM
- $29B
- Discretionary
- 85%
- Accounts
- 2,515
- Average account
- $11.5M
- Employees
- 51
- Advisory reps
- 7
- Registered since
- 1991
- Jurisdictions
- 51
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- Tina Jean Udell Director, Chair, President CRD 3093422
- Matthew John Kinsella Vice President, Chief Compliance Officer CRD 5217108
- Michele Xiaoming Wu Director CRD 7579071
2 more executive officers, with direct contact details
Advisory reps 3 of 7
- Christa V Ballenger Registered Rep · Investment Adviser Rep CRD 3239370
- Kevin Francisco Gomez Registered Rep · Investment Adviser Rep CRD 7347013
- Joseph Martin Lionberger Investment Adviser Rep CRD 4573949
4 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 5945 R St
Lincoln, NE 68505 - County
- Lancaster
- Metro area
- Lincoln, NE
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: ameritas.com
Every state, with registration dates
Similar firms near Lincoln
- Ameritas Advisory Services, LLCLincoln, NE$13.7B AUM
- Whitetail Rock Capital Management, LLCLincoln, NE$3.3B AUM
- Pittenger & Anderson IncLincoln, NE$3B AUM
- Lincoln Capital, LLCLincoln, NE$845M AUM
- Bellwether WealthLincoln, NE$784M AUM
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