Ameritas Investment Corp

Ameritas Investment Corp (CRD# 14869) is a financial advisory firm headquartered in Lincoln, NE. They manage $2,296,291,708 in 8,235 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,296
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Ameritas Investment Corp
Showing 1 - 10 of 643 top financial advisors.
1
Matthew J. Dolan
CRD#: 3106440
3150 Crow Canyon Place, #200, San Ramon, CA 94583
100
Wealthminder
score

Matthew Dolan (CRD# 3106440) is an Investment Advisor Representative working with David White & Associates in San Ramon, CA and has over 17 years of experience in the financial planning industry.  Matthew works with individuals and small businesses to help them achieve their financial goals.  He specializes in retirement income planning, wealth management, insurance protection and college funding.

2
Robert W. Feyche
CRD#: 2127521
5900 "o" Street, Lincoln, NE 68510
98
Wealthminder
score

Robert Feyche (CRD# 2127521) is an Investment Advisor Representative working at Ameritas Investment Corp in Lincoln, NE and has over 25 years of experience in the finance industry.

3
Larry B. Welder
CRD#: 4951591
5959 Village View Dr, Ste 200, West Des Moines, IA 50266
98
Wealthminder
score

Larry Welder (CRD# 4951591) is an Investment Advisor Representative working at Ameritas Investment Corp in West Des Moines, IA and has over 11 years of experience in the finance industry.

4
Stephen D. Ambrosini
CRD#: 1235905
2041 San Elijo Ave, Cardiff By The Sea, CA 92007
96
Wealthminder
score

Stephen Ambrosini (CRD# 1235905) is an Investment Advisor Representative working at Ameritas Investment Corp in Cardiff By The Sea, CA and has over 32 years of experience in the finance industry.

5
Ryan C. Beasley
CRD#: 2943009
5900 "o" Street, Lincoln, NE 68510
96
Wealthminder
score

Ryan Beasley (CRD# 2943009) is an Investment Advisor Representative working at Ameritas Investment Corp in Lincoln, NE and has over 19 years of experience in the finance industry. Ryan Beasley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Paul F. Buckley
CRD#: 3214962
Lexington, MA
96
Wealthminder
score

Paul Buckley (CRD# 3214962) is an Investment Advisor Representative working at Ameritas Investment Corp in Lexington, MA and has over 17 years of experience in the finance industry.

7
Stephen T. Burnthall
CRD#: 736848
Alpharetta, GA
96
Wealthminder
score

Stephen Burnthall (CRD# 736848) is an Investment Advisor Representative working at Ameritas Investment Corp in Alpharetta, GA and has over 17 years of experience in the finance industry. Stephen Burnthall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
William P. Carey
CRD#: 1041010
5900 "o" Street, Lincoln, NE 68510
96
Wealthminder
score

William Carey (CRD# 1041010) is an Investment Advisor Representative working at Ameritas Investment Corp in Lincoln, NE and has over 23 years of experience in the finance industry. William Carey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Mark Ciarelli
CRD#: 1099265
1930 Route 70 E, Ste G37, Cherry Hill, NJ 08003
96
Wealthminder
score

Mark Ciarelli (CRD# 1099265) is an Investment Advisor Representative working at Ameritas Investment Corp in Cherry Hill, NJ and has over 33 years of experience in the finance industry. Mark Ciarelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
James O. Davidson
CRD#: 2460631
6355 S 56th St, Lincoln, NE 68516
96
Wealthminder
score

James Davidson (CRD# 2460631) is an Investment Advisor Representative working at Ameritas Investment Corp in Lincoln, NE and has over 22 years of experience in the finance industry.

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