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AMERITAS INVESTMENT PARTNERS, INC.

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

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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 StatusApproved
Firm CRD#109381
SEC#801-55150
Assets Managed by Firm$24,871,650,720
No. of Clients1982
No. of Advisors50

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 ClientsAUM
Firm Total1982$24,871,650,720
Individuals (other than high net worth individuals)1642$246,204,521
High net worth individuals304$300,231,347
Pension and profit sharing plans7$335,343,857
Charitable organizations9$43,024,936
Corporations or other businesses11$439,639,526

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 ADVISORY SERVICES, LLC
5900 O Street
Lincoln, NE, 68510
$10,289,301,52039033545
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

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