Joseph
Defrank
Ameritas Advisory Services, LLC
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About this Advisor
Joseph Defrank is a financial advisor based in Evergreen, Colorado, working with Ameritas Advisory Services, LLC. Joseph has previously held positions at Td Ameritrade, Quantitative Strategies LLC, Wild River Grille, University Of Nevada, Reno, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Canvas Financial/Boom Planning, Corfee & Associates/Unbridled Wealth, and Etsy Sales. Joseph has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Joseph is part of Ameritas Advisory Services, LLC, which operates out of Evergreen, Colorado. 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
Joseph Defrank Work History
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Canvas Financial/Boom Planning
Corfee & Associates/Unbridled Wealth
Etsy Sales
Td Ameritrade
Quantitative Strategies LLC
University Of Nevada, Reno
Wild River Grille
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
Presque Isle, ME
Minneapolis, MN
Lincoln, NE
New York, NY
San Francisco, CA
Irvine, CA
Tulsa, OK
Surprise, AZ
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