Phillip
Vetter
Ameritas Advisory Services, LLC
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About this Advisor
Phillip Vetter is a financial advisor based in Phoenix, Arizona with a total of 2 years of relevant experience. Vetter works at Ameritas Advisory Services, LLC. During their career, the advisor has held roles at Ameritas Investment Corp, Ameritas Life Insurance Company, Arizona Advisors LLC and Ameritas Advisory Services, LLC. Vetter has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Arizona and Texas. Ameritas Advisory Services, LLC is an advisory firm based out of Lincoln, NE. It has offices in 248 locations and a total of 592 employees. It oversees $9 billion in assets across its 35,218 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 38 charitable organizations. Of its 35,218 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Ameritas Advisory Services, LLC provides a diverse set of services, such as 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. Fees charged by financial advisors vary depending on the type of financial services. Fees billed by Ameritas Advisory Services, LLC likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
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
Phillip Vetter Work History
Phillip has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Arizona Advisors LLC
Ameritas Investment Corp
Ameritas Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Phillip Vetter 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
Overland Park, KS
Dewitt, MI
San Ramon, CA
Sudbury, MA
Placerville, CA
Greensboro, NC
Appleton, WI
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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