Amerivest Investment Management, LLC

Amerivest Investment Management, LLC (CRD# 111514) is a financial advisory firm headquartered in Omaha, NE. They manage $10,348,711,000 in 117,803 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,349
    MILLION
  • Total Number of Accounts
    117,803
    ACCOUNTS
  • Average Account Value
    $87,848
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Amerivest Investment Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Lana L. Becerra
CRD#: 2979000
200 S 108th Avenue, Omaha, NE 68154
93
Wealthminder
score

Lana Becerra (CRD# 2979000) is an Investment Advisor Representative working at Amerivest Investment Management, LLC in Omaha, NE and has over 17 years of experience in the finance industry.

2
Jay R. Clarke
CRD#: 3031248
4600 Alliance Gateway, Fort Worth, TX 76177
93
Wealthminder
score

Jay Clarke (CRD# 3031248) is an Investment Advisor Representative working at Amerivest Investment Management, LLC in Fort Worth, TX and has over 16 years of experience in the finance industry.

3
Jennifer R. Hawkins
CRD#: 4576875
4600 Alliance Gateway Freeway, Fort Worth, TX 76177
93
Wealthminder
score

Jennifer Hawkins (CRD# 4576875) is an Investment Advisor Representative working at Amerivest Investment Management, LLC in Fort Worth, TX and has over 12 years of experience in the finance industry.

4
Brent D. Jensen
CRD#: 3073129
200 South 108th Avenue, Omaha, NE 68154
93
Wealthminder
score

Brent Jensen (CRD# 3073129) is an Investment Advisor Representative working at Amerivest Investment Management, LLC in Omaha, NE and has over 12 years of experience in the finance industry.

5
Douglas J. Kleymann
CRD#: 3276223
10842 Farnam, Omaha, NE 68154
93
Wealthminder
score

Douglas Kleymann (CRD# 3276223) is an Investment Advisor Representative working at Amerivest Investment Management, LLC in Omaha, NE and has over 17 years of experience in the finance industry.

6
Scott J. Miller
CRD#: 3053835
200 South 108th Avenue, Omaha, NE 68154
93
Wealthminder
score

Scott Miller (CRD# 3053835) is an Investment Advisor Representative working at Amerivest Investment Management, LLC in Omaha, NE and has over 18 years of experience in the finance industry.

7
Gilbert R. Ott
CRD#: 877316
1 Plaza Four A, Jersey City, NJ 07311
93
Wealthminder
score

Gilbert Ott (CRD# 877316) is an Investment Advisor Representative working at Amerivest Investment Management, LLC in Jersey City, NJ and has over 11 years of experience in the finance industry.

8
Michael R. Rappe
CRD#: 2767450
200 South 108th Avenue, Omaha, NE 68154
93
Wealthminder
score

Michael Rappe (CRD# 2767450) is an Investment Advisor Representative working at Amerivest Investment Management, LLC in Omaha, NE and has over 20 years of experience in the finance industry.

9
William J. Sampson
CRD#: 3242058
23636 Sw Sanders Ter, Sherwood, OR 97140
93
Wealthminder
score

William Sampson (CRD# 3242058) is an Investment Advisor Representative working at Amerivest Investment Management, LLC in Sherwood, OR and has over 14 years of experience in the finance industry.

10
Paul A. Thurston
CRD#: 3240819
4600 Allaince Gateway Freeway, Fort Worth, TX 76178
93
Wealthminder
score

Paul Thurston (CRD# 3240819) is an Investment Advisor Representative working at Amerivest Investment Management, LLC in Fort Worth, TX and has over 17 years of experience in the finance industry.

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