Christopher Coffman, financial advisor Fremont NE

Christopher Coffman

CRD Number: 5721671
Current Firm: Ameritas Advisory Services, LLC

Christopher Coffman (CRD# 5721671) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Fremont, NE and has over 14 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Current 2
Ameritas Investment Corp. Lincoln, NE Nov 2018 - Current 5
Ameritas Life Insurance Corp. Lincoln, NE Nov 2018 - Current 5
Investment Advisors, Inc. Fremont, NE Nov 2018 - Current 5
Td Ameritrade Omaha, NE Jul 2017 - Nov 2018 1
Wells Fargo Advisors Financial Network, LLC Omaha, NE Aug 2016 - Jul 2017 < 1
Edward Jones St Louis, MO Oct 2009 - May 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christopher A. Coffman
Phone Number: 800-335-9858
Firm Website: https://www.ameritas.com
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    10,289
    MILLIONS
  • Total Number of Accounts
    39,033
    ACCOUNTS
  • Average Account Value
    $263,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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, WY

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