Shaun Williams, financial advisor Eagle WI
93 score

Shaun Williams

CRD Number: 3153001
Current Firm: Ameritas Investment Corp

Shaun Williams (CRD# 3153001) is an Investment Advisor Representative working at Ameritas Investment Corp in Eagle, WI and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Srw Properties, LLC Eagle, WI Apr 2014 - Current 2
Williams Financial LLC Eagle, WI Jan 2009 - Current 7
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 10
Ameritas Life Insurance Corp. Lincoln, NE Jun 2006 - Current 10
Ameritas Life Insurance Corp Of New York New York, NY May 2006 - Current 10
Never Done Ranch Eagle, WI Jan 2006 - Current 10
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Insurance Cincinnati, OH Sep 1998 - Dec 2011 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Shaun R. Williams
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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