Robert Swanson, financial advisor Omaha NE
93 score

Robert Swanson

CRD Number: 5296765
Current Firm: Ameritas Investment Corp

Robert Swanson (CRD# 5296765) is an Investment Advisor Representative working at Ameritas Investment Corp in Omaha, NE and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Financial Center Lincoln, NE Apr 2007 - Current 9
Ameritas Investment Corp Lincoln, NE Feb 2007 - Current 9
Ameritas Life Insurance Corp Lincoln, NE Feb 2007 - Current 9
Acacia Life Insurance Bethesda, MD Feb 2007 - Dec 2011 4
Union Central Life Insurance Cincinnati, OH Feb 2007 - Dec 2011 4
Ameritas Variable Life Insurance Co Lincoln, NE Feb 2007 - Apr 2007 < 1
Hamilton College/ Kaplan Higher Education Corp Lincoln, NE Nov 1999 - Mar 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Robert Swanson
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • NE
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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