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 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 Status	Approved
Firm CRD#	317245
SEC#	801-55153
Assets Managed by Firm	$10,289,301,520
No. of Clients	39033
No. of Advisors	545

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 Clients	AUM
Firm Total	39033	$10,289,301,520
Individuals (other than high net worth individuals)	27530	$8,646,310,119
High net worth individuals	114	$1,207,273,933
Pension and profit sharing plans	99	$64,948,612
Charitable organizations	48	$26,883,855
Corporations or other businesses	186	$343,267,483

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
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$26,774,389,503	110327	1111
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
MUTUAL ADVISORS, LLC 9140 W Dodge Road, Suite 230 Omaha, NE, 68114	$6,947,119,840	20381	255

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