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FIRM PROFILE
Overview
AMERITAS INVESTMENT COMPANY, LLC is located at 5900 "o" Street, Lincoln, NE 68510 and was first established at Kansas City, Nebraska in 04/10/1984. After operating for 42 years, AMERITAS INVESTMENT COMPANY, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AMERITAS INVESTMENT COMPANY, LLC’s clients are individuals and 0% of their clients are high net worth individuals. AMERITAS INVESTMENT COMPANY, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AMERITAS INVESTMENT COMPANY, LLC are registered to handle securities or provide financial advice. The firm has 23 disclosures, 21 being regulatory events, 0 being client events, and 2 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AMERITAS INVESTMENT COMPANY, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AMERITAS INVESTMENT COMPANY, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for AMERITAS INVESTMENT COMPANY, LLC Comes From
Understanding the Statistics for AMERITAS INVESTMENT COMPANY, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
5900 "o" Street, Lincoln, NE 68510
Po Box 5507, Lincoln, NE 68505-0507
Large
(800) 335-9858
Nebraska since 04/10/1984
Limited Liability Company
December
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | BENEFICIAL OWNER | ||
| BEASLEY, RYAN CHARLES | MEMBER BOARD OF DIRECTORS | 2943009 | |
| BERTHOLD, RICHARD AARON | VICE PRESIDENT, OPERATIONS | 4433172 | |
| BIEL, ROLLIN LYNN | FINANCIAL AND OPERATIONS PRINCIPAL | 5101711 | |
| HALVERSON, KELLY JAY | MEMBER BOARD OF DIRECTORS | 7977580 | |
| KINSELLA, MATTHEW JOHN | CHIEF COMPLIANCE OFFICER | 5217108 | |
| KORTE, BRENT FRAZIER | MEMBER BOARD OF DIRECTORS | 4808103 | |
| ROBSON, JEREMY MICHAEL | PRESIDENT AND MEMBER BOARD OF DIRECTORS | 4147931 | |
| SCHUBAUER, TYLER JOSEPH | CORPORATE SECRETARY | 6392775 | |
| SHERFFIUS, MARIA ELIZABETH | SECOND VICE PRESIDENT - COMPLIANCE OFFICER | 2726500 | |
| WU, MICHELE XIAOMING | MEMBER BOARD OF DIRECTORS | 7863936 |
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Advisor's working at AMERITAS INVESTMENT COMPANY, LLC
Brian Patrick Abad
Albert Binman
Alan Dale Hendrickson
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