Joseph
Defrank
Ameritas Advisory Services, LLC
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About this Advisor
Joseph Defrank is a chartered financial consultant working in Evergreen, Colorado with 1 year of industry experience. Defrank is an employee of Ameritas Advisory Services, LLC. Their career trajectory has included roles at Td Ameritrade, Quantitative Strategies LLC, Wild River Grille, University Of Nevada, Reno, Contour Capital, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Canvas Financial/Boom Planning and Corfee & Associates/Unbridled Wealth. Defrank has a Series 63 license, which qualifies them as a securities representative, and is approved to work in Colorado. Ameritas Advisory Services, LLC is a financial advisory business based out of Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 employees. It handles $9 billion in assets under management across its 35,218 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 38 charitable organizations. Of its 35,218 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets. The business has a number of services, including 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 typically are based on which service is provided. However, fees charged by Ameritas Advisory Services, LLC may include some blend 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
Joseph Defrank Work History
Joseph has been registered as a financial advisor for 1 years.*
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Canvas Financial/Boom Planning
Corfee & Associates/Unbridled Wealth
Td Ameritrade
Quantitative Strategies LLC
University Of Nevada, Reno
Contour Capital
Wild River Grille
*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 Joseph Defrank 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
San Ramon, CA
Perrysburg, OH
Tampa, FL
Sudbury, MA
Westborough, MA
Greensboro, NC
Los Angeles, CA
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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