Ameritas Advisory Services, LLC
● SEC registered since 1998CRD 317245SEC# 801-55153Lincoln, NE
Reg. AUM
$13.75B
Employees
797
Accounts
45,299
Location
Lincoln, NE
Ameritas Advisory Services, LLC assets under management
Ameritas Advisory Services, LLC is an investment advisory firm registered with the SEC based in Lincoln, NE. The firm has been registered since 1998. It reports $13.7 billion in regulatory assets under management and employs 797 people.
Ameritas Advisory Services, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ameritas Life Insurance Corp. Control | Owner | Over 75% | 2020 |
| Jeremy Michael Robson Control | President | Under 5% | 2024 |
| Kelly Jay Halverson Control | Member, Board Of Directors | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Ameritas Advisory Services, LLC manage?
Ameritas Advisory Services, LLC reports $13.7 billion in regulatory assets under management on its Form ADV.
How many employees does Ameritas Advisory Services, LLC have?
Ameritas Advisory Services, LLC reports 797 employees.
Where is Ameritas Advisory Services, LLC located?
Ameritas Advisory Services, LLC is based in Lincoln, NE and has been SEC-registered since 1998.
Does Ameritas Advisory Services, LLC disclose fund performance?
Ameritas Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5900 O Street, Lincoln, NE 68510 |
| Phone | 800-335-9858 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1901275 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$13.75B▲ 34%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$13.75Bregulatory AUM
Discretionary $7.16BNon-discretionary $6.59B