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AMERITAS ADVISORY SERVICES, LLC
LINCOLN, NE
800-335-9858
SEC #801-55153Total AUM
$13.7B
Employees
797Clients
29,718Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5900 O STREET
LINCOLN
NE 68510
United States
LINCOLN
NE 68510
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
800-335-9858
Other Offices
247
Financials
Total AUM
$13.7B
Accounts
45,299Discretionary
$7.2B
Accounts
22,063Non-Discretionary
$6.6B
Accounts
23,236
Clients
Individual Clients
28,459AUM
$9B
HNW Individual Clients
904AUM
$4.2B
Pension/Profit Sharing Plan Clients
87AUM
$41.6M
Charitable Organization Clients
65AUM
$109.9M
Insurance Company Clients
1AUM
$4.9M
Corporation or Business Clients
202AUM
$432M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.