Damon
Tomeo

Ameritas Advisory Services, LLC

CRD#7324618
Investment Advisor
in Peoria, IL

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About this Advisor

Damon Tomeo is a financial advisor based in Peoria, Illinois, working with Ameritas Advisory Services, LLC. Damon has previously held positions at The Isi Companies, Knox College, Ameritas Investment Company, LLC, Ameritas Life Insurance, Ameritas Advisory Services, LLC, and National Financial Group. Damon has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Damon is part of Ameritas Advisory Services, LLC, which operates out of Peoria, Illinois. 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

7800 N Sommer St Ste 420
Peoria, IL 61615

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

IL Average: 226
Total Number of Accounts

39,033

IL Average: 7,467
Average Account Size

$263,605

IL 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

Damon Tomeo Work History

2022 - Present (2 years)

National Financial Group

2021 - Present (3 years)

Ameritas Investment Company, LLC

2021 - Present (3 years)

Ameritas Life Insurance

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2020 - 2022 (2 years)

The Isi Companies

2013 - 2020 (7 years)

Knox College

Disclosures

Please visit the SEC profile of Damon Tomeo 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

Dennis Culver
San Ramon, CA
Steven Turner
Eliot, ME
David Lien
Irvine, CA
Branden Heins
Surprise, AZ
Scott Thole
Minneapolis, MN
Paul Mattke
Milton, FL
Quinton Storm
Tulsa, OK
Tayton Bair
Flagstaff, AZ

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