Maria M. Fessler

AMERITAS ADVISORY SERVICES

ALGONQUIN, IL

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CRD#: 2208897

Professional summary

Maria Magdalena Fessler, who also goes by Mara Fessler, Maria M Fessler, Mara Jimenez, Maria Magdalena Jimenez, Maria Jimenez, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Algonquin, Illinois and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.

Maria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Maria has worked at 17 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mara Fessler | Maria M Fessler | Mara Jimenez | Maria Magdalena Jimenez | Maria Jimenez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Magdalena Fessler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 6, 2025 - Present

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

ALGONQUIN, IL

Current

October 7, 2025 - Present

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

Lincoln, NE

Past

December 23, 2020 - November 14, 2024

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

Algonquin, IL

Past

December 23, 2020 - November 14, 2024

MISSIONSQUARE INVESTMENT SERVICES

CRD#: 23189

WASHINGTON, DC

Past

June 11, 2019 - December 7, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Indianapolis, IN

Past

May 29, 2019 - December 7, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

Indianapolis, IN

Past

March 25, 2017 - May 8, 2018

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SPRINGBORO, OH

Past

March 25, 2017 - May 8, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

July 27, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SPRINGBORO, OH

Past

May 27, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

January 13, 2009 - April 7, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SHOREVIEW, MN

Past

January 8, 2009 - April 7, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CHARLOTTE, NC

Past

June 2, 2008 - September 19, 2008

OLD MUTUAL CAPITAL

RIA

CRD#: 131405

DENVER, CO

Past

November 16, 2007 - September 19, 2008

OLD MUTUAL INVESTMENT PARTNERS

CRD#: 44916

BOSTON, MA

Past

January 8, 2004 - June 6, 2007

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

October 3, 2000 - December 1, 2003

FORESIDE DISTRIBUTION SERVICES, L.P.

CRD#: 15634

PORTLAND, ME

Past

September 17, 1996 - March 6, 2000

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

April 1, 1996 - August 21, 1996

CARILLON INVESTMENTS, INC.

CRD#: 14646

CINCINNATI, OH

Past

October 15, 1993 - April 28, 1994

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

September 29, 1993 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Past

June 9, 1992 - May 28, 1993

FINANCIAL HORIZONS DISCOUNT BROKERAGE, INC.

CRD#: 23616

Past

March 16, 1992 - May 22, 1992

J. W. GANT & ASSOCIATES, INC.

CRD#: 7963

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Illinois
(10/6/2025)

Illinois
(10/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/29/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/14/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/1992

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Maria M. Fessler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Magdalena Fessler's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

MISSIONSQUARE RETIREMENT

MISSIONSQUARE INVESTMENT SERVICES

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

OLD MUTUAL CAPITAL

OLD MUTUAL INVESTMENT PARTNERS

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

FORESIDE DISTRIBUTION SERVICES, L.P.

NYLIFE SECURITIES LLC

CARILLON INVESTMENTS, INC.

VOYA FINANCIAL PARTNERS, LLC

AETNA LIFE INSURANCE AND ANNUITY COMPANY

FINANCIAL HORIZONS DISCOUNT BROKERAGE, INC.

J. W. GANT & ASSOCIATES, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/29/2008

Series 63

Date: 2/14/1992

SIE

Date: 5/8/2018

Series 7

Date: 3/13/1992

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Contact information

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