WW
William W. Wittler
AMERITAS ADVISORY SERVICES
Syracuse, NE 68446-9787
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CRD#: 4297769
WW
Professional summary
William Warren Wittler, who also goes by Will Wittler, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Syracuse, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Syracuse, Nebraska.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. William has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will Wittler
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.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * TALMAGE RESCUE SQUAD; 203 MAIN ST, TALMAGE NE 68448; NON-INV REL; VOLUNTEER EMERGENCY RESCUE AMBULANCE SERVICE COVERING THE VILLAGE OF TALMAGE AND SURROUNDING AREAS; SECRETARY/TREASURER; START DATE=10/2006; HRS/MO=12; TRADING HRS/MO=0; PROVIDE LIFE SAVING MEDICAL CARE IN SITUATIONS FOR BOTH TRAUMA & MEDICAL EMERGENCIES, KEEPING MEETING MINUTES AND RECORDS, PAY BILLS, FILE ANNUAL FORM 990 * InSource Financial Advisors; same as branch; inv rel; insurance; Agent; start date=07/2019; hrs/mo=160; trading hrs/mo=160; meet with clients to assess their insurance/investment/financial planning needs and recommend products/services/strategies to meet those needs
CRS (Client Relationship Summary) - RIA
Click below to view William Warren Wittler's 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®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 1120 Locust St, Syracuse, NE 68446-9787Office #2: 390 N Cotner Blvd, Lincoln, NE 68505RIA
CRD#: 317245
Syracuse, NE
Current
January 16, 2009 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 1120 Locust St, Syracuse, NE 68446-9787Office #2: 390 N Cotner Blvd, Lincoln, NE 68505BD
CRD#: 14869
Syracuse, NE
Past
February 13, 2009 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
April 16, 2002 - November 28, 2003
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
COZAD, NE
Past
April 16, 2002 - January 26, 2009
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
NEBRASKA CITY, NE
Past
March 15, 2002 - January 26, 2009
SECURITIES AMERICA, INC.
BD
CRD#: 10205
NEBRASKA CITY, NE
Past
November 24, 2000 - March 20, 2002
ARAGON FINANCIAL SERVICES, INC.
BD
CRD#: 16023
IRVINE, CA
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".
AA
AMERITAS ADVISORY SERVICES, LLC
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.RR
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
RR
Arizona(4/2/2015)
RR
California(4/2/2015)
RR
Colorado(4/2/2015)
RR
Florida(4/2/2015)
RR
Georgia(4/10/2019)
RR
Illinois(4/2/2015)
RR
Indiana(4/2/2015)
RR
Iowa(1/16/2009)
RR
Kansas(4/2/2015)
RR
Maryland(12/12/2017)
RR
Minnesota(9/7/2017)
RR
Missouri(4/2/2015)
RR
Nebraska(1/16/2009)
IAR
Nebraska(11/1/2021)
RR
Nevada(4/2/2015)
RR
New Mexico(7/15/2016)
RR
North Carolina(4/10/2019)
RR
Oklahoma(4/2/2015)
RR
South Dakota(5/21/2014)
RR
Texas(4/2/2015)
IAR
Texas(11/1/2021)
RR
Virginia(4/2/2015)
RR
Wisconsin(5/1/2023)
RR
Wyoming(1/16/2009)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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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
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 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Syracuse, NE 68446-9787TRUST BUT VERIFY
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