Advisor at Ameritas Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ameritas Advisory Services, LLC
Location
Waverly, NE
Credentials
Series 66
Industry experience
23 years
Flat or asset-based fees may be charged for financial planning and consulting services; specific amounts are not stated.
IARs may receive compensation in the form of commissions if insurance products are purchased through them.
Financial planning and consulting services may be offered on a fee basis, but specific hourly rates are not stated.
Sesostris Shrine Social Hall
2025 - Present (1 year)
Ameritas Advisory Services, LLC
2021 - Present (5 years)
Abbott Shoemaker Financial, LLC
2014 - 2019 (5 years)
W70 Design Agency
2014 - 2017 (3 years)
Ameritas Investment Corp
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Lincoln, NE
402 Financial
402 Financial is a fee-only financial advisor firm serving Lincoln, NE and surrounding areas, founded by Christian Classen and Joseph Fowler, CFP®. We specialize in retirement planning. We started 402 because we were tired of "financial advisors" who made their living selling annuities and expensive mutual funds, without adding any value to the clients they claimed to serve. Our process goes beyond investments; we focus on minimizing your lifetime tax bill and enabling you to give to the charities you love.
CFP®, Series 66
Lincoln, NE
Edward Jones
Series 66
Lincoln, NE
Edward Jones
Series 66
Lincoln, NE
Edward Jones
CFP®, Series 63, Series 66
Lincoln, NE
Edward Jones
Series 63, Series 66
Lincoln, NE
Edward Jones
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