AMERITAS ADVISORY SERVICES, LLC

5900 O Street
Lincoln, Nebraska 68510
Tel: 800-335-9858

About AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC, formally registered with the SEC as AMERITAS ADVISORY SERVICES, LLC. The firm was established in 01/13/1998. They have over 249 offices throughout the country.

AMERITAS ADVISORY SERVICES, LLC is a Lincoln, Nebraska based Financial Planning firm with nearly $8,534,798,484 assets under management, offering retirement planning & investment advisory services to 35218 clients. The firm is staffed with 592 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317245
SEC#	801-55153
Assets Managed by Firm	$8,534,798,484
No. of Clients	35218
No. of Advisors	592

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(SOLICITOR FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	35218	$8,534,798,484
Individuals (other than high net worth individuals)	23185	$6,019,495,495
High net worth individuals	454	$2,001,139,000
Pension and profit sharing plans	249	$132,852,913
Charitable organizations	38	$34,924,449
Corporations or other businesses	208	$345,520,788

Inquire with AMERITAS ADVISORY SERVICES, LLC

More Retirement Planning firms in Lincoln, Nebraska:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,283,016,878	176366	326
SECURITIES AMERICA ADVISORS, INC. 12325 Port Grace Blvd. La Vista, NE, 68128-8204	$38,163,842,160	200228	3748
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$23,108,472,280	1823	50
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$19,943,561,186	96956	1111
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$7,549,835,558	2277	75

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