AMERITAS INVESTMENT PARTNERS, INC.

5945 R Street
Lincoln, Nebraska 68505-3402
Tel: 402-467-6980

About AMERITAS INVESTMENT PARTNERS, INC.

AMERITAS INVESTMENT PARTNERS, INC, formally registered with the SEC as AMERITAS INVESTMENT PARTNERS, INC. The firm was established in 01/13/1998. They have over 2 offices throughout the country.

AMERITAS INVESTMENT PARTNERS, INC. is a Lincoln, Nebraska based Financial Planning firm with nearly $24,871,650,720 assets under management, offering retirement planning & investment advisory services to 1982 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109381
SEC#	801-55150
Assets Managed by Firm	$24,871,650,720
No. of Clients	1982
No. of Advisors	50

Fee Structure

A percentage of AUM
Fixed fees
Other (VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (MORTGAGE LOAN AND REAL ESTATE ORIGINATION, MANAGEMENT AND SERVICING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1982	$24,871,650,720
Individuals (other than high net worth individuals)	1642	$246,204,521
High net worth individuals	304	$300,231,347
Pension and profit sharing plans	7	$335,343,857
Charitable organizations	9	$43,024,936
Corporations or other businesses	11	$439,639,526

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	$53,844,463,960	299169	404
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
FIRST NATIONAL ADVISERS, LLC 14010 Fnb Parkway, Suite 200 Omaha, NE, 68154	$6,237,040,948	4052	37
WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37
AVIOR WEALTH MANAGEMENT, LLC 14301 First National Bank Parkway, Suite 410 Omaha, NE, 68154	$5,083,670,234	4385	201

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