Branden
Heins
Ameritas Advisory Services, LLC
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About this Advisor
Branden Heins is a financial advisor based in Surprise, Arizona, working with Ameritas Advisory Services, LLC. Branden has previously held positions at State Street Global Advisors Trust Company, State Street Global Advisors Funds Distributors, LLC, Orion Advisor Solutions, Gerit Schell State Farm, Union Bank & Trust, United States Senator Deb Fischer, Oak Hills Country Club, Ups Store, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Assetmark Financial Holdings, Inc, Assetmark Brokerage, LLC, Ameritas Advisory Services, LLC, and Ameritas Investment Company, LLC. Branden has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Branden is part of Ameritas Advisory Services, LLC, which operates out of Surprise, Arizona. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Branden Heins Work History
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Assetmark Financial Holdings, Inc
Assetmark Brokerage, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
State Street Global Advisors Trust Company
State Street Global Advisors Funds Distributors, LLC
Orion Advisor Solutions
Gerit Schell State Farm
Union Bank & Trust
United States Senator Deb Fischer
Oak Hills Country Club
Ups Store
Disclosures
Please visit the SEC profile of Branden Heins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ameritas Advisory Services, LLC
Carnegie, PA
Presque Isle, ME
Dallas, TX
Flagstaff, AZ
Surprise, AZ
Folsom, CA
Tulsa, OK
Lincoln, NE
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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