Benjamin Santo (CRD# 6685553) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in York, NE and has over 7 years of experience in the finance industry.
CRD# 4746157
Lpl Financial LLC
CRD# 3124145
Northwestern Mutual Investment Services,llc
CRD# 2116050
Ameritas Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Envision Wealth Management | York, NE | Feb 2024 - Current | < 1 |
| Benjamin Wealth Group | York, NE | Jan 2023 - Current | 1 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Bgs Financial Strategies LLC | York, NE | Oct 2019 - Current | 4 |
| Ameritas Investment Corp | Lincoln, NE | Jul 2016 - Current | 7 |
| Ameritas Life Insurance Corp | Lincoln, NE | Jul 2016 - Current | 7 |
| Ameritas Financial Center | York, NE | Jul 2016 - Current | 7 |
| Good Life Financial | York, NE | Sep 2022 - Dec 2022 | < 1 |
| Grasslands Financial | York, NE | Jul 2016 - Dec 2022 | 6 |
| Gb Financial LLC | York, NE | Jul 2016 - Sep 2019 | 3 |
| Knights Of Columbus | New Haven, CT | Feb 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- NE
- TX
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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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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