Evelyn
Knapp

Ameritas Investment Corp

CRD#1920339
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Evelyn Knapp is a financial advisor based out of Bonita Springs, Florida, who has 29 years of work experience. Knapp is an advisor for Ameritas Investment Corp. Over the course of their career, they have held roles at Union Central Life Ins. Co, Ameritas Investment Corp, Ameritas Life Insurance Corp, Acacia Life Insurance, Ameritas Life Insurance Corp Of New York and Knapp Financial Services. Knapp holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Indiana. Ameritas Investment Corp is a financial advisory company that has its headquarters in Bonita Springs, Florida. The company has offices in 305 locations and a total of 675 advisors. It handles $4 billion in assets under management between its 8,249 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 12 charitable organizations. Of its 8,249 customer accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets. Ameritas Investment Corp performs a number 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 for financial advisory services largely depend on which service is provided. However, fees billed by Ameritas Investment Corp likely are comprised of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

29 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

Bonita Springs, FL

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Ameritas Investment Corp Brokerage Details

Total Assets Under Management

$5,215,354,962

FL Average: $1,978,216,465
Total Number of Employees

626

FL Average: 226
Total Number of Accounts

22,293

FL Average: 7,467
Average Account Size

$233,946

FL Average: $264,928

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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

Evelyn Knapp Work History

Evelyn has 29 years of experience.

2010 - Present (9 years)

Ameritas Life Insurance Corp Of New York

2006 - Present (13 years)

Ameritas Investment Corp

2006 - Present (13 years)

Ameritas Life Insurance Corp

2006 - Present (13 years)

Knapp Financial Services

2006 - 2011 (5 years)

Acacia Life Insurance

1989 - 2011 (22 years)

Union Central Life Ins. Co

Disclosures

Evelyn Knapp has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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