National Retirement Planning Experts

National Coverage
Local Professionals

AMERITAS ADVISORY SERVICES, LLC

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

Need a Financial Advisor?
Compare Vetted Advisors

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 239 offices throughout the country.

AMERITAS ADVISORY SERVICES, LLC is a Lincoln, Nebraska based Financial Planning firm with nearly $10,289,301,520 assets under management, offering retirement planning & investment advisory services to 39033 clients. The firm is staffed with 545 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#317245
SEC#801-55153
Assets Managed by Firm$10,289,301,520
No. of Clients39033
No. of Advisors545

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (SOLICITOR FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total39033$10,289,301,520
Individuals (other than high net worth individuals)27530$8,646,310,119
High net worth individuals114$1,207,273,933
Pension and profit sharing plans99$64,948,612
Charitable organizations48$26,883,855
Corporations or other businesses186$343,267,483

More Retirement Planning firms in Lincoln, Nebraska:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
ORION PORTFOLIO SOLUTIONS, LLC
17605 Wright St
Omaha, NE, 68130
$53,844,463,960299169404
CWM, LLC
14600 Branch St.
Omaha, NE, 68154
$26,774,389,5031103271111
AMERITAS INVESTMENT PARTNERS, INC.
5945 R Street
Lincoln, NE, 68505-3402
$24,871,650,720198250
BRIDGES INVESTMENT MANAGEMENT INC
13333 California St, Suite 500
Omaha, NE, 68154
$9,882,583,283264676
MUTUAL ADVISORS, LLC
9140 W Dodge Road, Suite 230
Omaha, NE, 68114
$6,947,119,84020381255

Explore More Retirement Advisors in Lincoln, Nebraska