Erika Osborn (CRD# 6758464) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Eagle, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2022 - Current | 1 |
| Ameritas Investment Company, LLC | Lincoln, NE | Nov 2022 - Current | 1 |
| Williams Financial LLC | Eagle, WI | Feb 2016 - Current | 8 |
| Abc Financial | Little Rock, AR | May 2014 - Jan 2017 | 2 |
| West Wood Health And Fitness | Pewaukee, WI | Jun 2006 - May 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- WI
-
Total Assets Under Management10,289MILLIONS
-
Total Number of Accounts39,033ACCOUNTS
-
Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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