Paul
Mattke

Ameritas Advisory Services, LLC

CRD#6828974
Investment Advisor
in Milton, FL

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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

Series 66

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, Others

Office Location

Milton, FL

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

FL Average: 226
Total Number of Accounts

39,033

FL Average: 7,467
Average Account Size

$263,605

FL Average: $264,928

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

2023 - Present (1 year)

Ameritas Investment Company, LLC

2023 - Present (1 year)

Ameritas Advisory Services, LLC

2023 - Present (1 year)

Ameritas Life Insurance Company

2023 - Present (1 year)

Freedom Financial Wealth Building Group

2023 - 2023 (< 1 year)

Full Life Financial Planning

2018 - 2023 (5 years)

First Command Financial Planning Inc

2018 - 2023 (5 years)

First Command Advisory Services Inc

2018 - 2023 (5 years)

First Command Insurance Services Inc

2014 - 2018 (4 years)

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.

Financial Advisors at Ameritas Advisory Services, LLC

Elizabeth Reilly
Newport, RI
Meridith Carter
Lawrence, KS
Tayton Bair
Flagstaff, AZ
Jonathan Goohs
Melville, NY
David Beltz
Carnegie, PA
Chase Guerrette
Presque Isle, ME
Quinton Storm
Tulsa, OK
Branden Heins
Surprise, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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