Paul
Mattke
Ameritas Advisory Services, LLC
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About this Advisor
Paul Mattke is a financial advisor based in Milton, Florida, working with Ameritas Advisory Services, LLC. Paul has previously held positions at Us Air Force, 81St Communications Squadron, First Command Financial Planning Inc, First Command Advisory Services Inc, First Command Insurance Services Inc, Full Life Financial Planning, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Ameritas Life Insurance Company, and Freedom Financial Wealth Building Group. Paul has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Paul is part of Ameritas Advisory Services, LLC, which operates out of Milton, Florida. 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
Paul Mattke Work History
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Ameritas Life Insurance Company
Freedom Financial Wealth Building Group
Full Life Financial Planning
First Command Financial Planning Inc
First Command Advisory Services Inc
First Command Insurance Services Inc
Us Air Force, 81St Communications Squadron
Disclosures
Please visit the SEC profile of Paul Mattke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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