firm profile
Ameritas Advisory Services, LLC
Overview
Ameritas Advisory Services, LLC is an SEC registered investment adviser based in Lincoln, NE, registered since 1984. It reports $13.7B in assets under management across 45,299 accounts, with 797 employees. It has 548 investment adviser representatives.
- Reported AUM
- $13.7B
- Discretionary
- 52%
- Accounts
- 45,299
- Average account
- $303K
- Employees
- 797
- Advisory reps
- 548
- Registered since
- 1984
- Jurisdictions
- 51
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 9
- Matthew John Kinsella Vice President, Chief Compliance Officer CRD 5217108
- Kelly Jay Halverson Member, Board of Directors CRD 7977580
- Michele Xiaoming Wu Board of Directors CRD 7579071
6 more executive officers, with direct contact details
Advisory reps 3 of 548
- Brian Patrick Abad Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2923073
- Ana M Abraldes Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7183498
- Rita Maria Abraldes Registered Rep · Investment Adviser Rep CRD 6435798
545 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 5900 O St
Lincoln, NE 68510 - County
- Lancaster
- Metro area
- Lincoln, NE
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: ameritas.com/investments
Every state, with registration dates
Similar firms near Lincoln
- Ameritas Investment Partners, Inc.Lincoln, NE$29B 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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