Peter
Flora

Ameritas Advisory Services, LLC

CRD#5067436
Investment Advisor
in Ames, IA

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About this Advisor

Peter Flora is a financial advisor based in Ames, Iowa, who has 18 years of financial industry experience. Flora is an advisor for Ameritas Advisory Services, LLC. Their career trajectory has included roles at Tax Favored Benefits, Inc, Ameritas Investment Corp, Ameritas Life Insurance Corp and Ameritas Advisory Services, LLC. Flora maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Iowa. Ameritas Advisory Services, LLC is a financial advisory company based out of Ames, Iowa. The company has offices in 248 locations and a total of 611 advisors. It has $10 billion in total assets among its 32,295 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 46 charitable organizations. Of its 32,295 client accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a wide range of services, including 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 charged by financial advisors largely vary depending on the type of financial services provided. Fee types charged by Ameritas Advisory Services, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 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, Others

Disclosures

No

Office Location

Ames, IA

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$9,451,450,525

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

611

IA Average: 226
Total Number of Accounts

32,295

IA Average: 7,467
Average Account Size

$292,660

IA 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

Peter Flora Work History

Peter has 18 years of experience.

2021 - Present (2 years)

Ameritas Advisory Services, LLC

2006 - Present (17 years)

Ameritas Investment Corp

2006 - Present (17 years)

Ameritas Life Insurance Corp

2004 - Present (19 years)

Tax Favored Benefits, Inc

Disclosures

Peter Flora has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameritas Advisory Services, LLC

Michael Cojocea
Miami, FL
David Lien
Irvine, CA
Connor O'Keefe
Overland Park, KS
Bradley Frane
Minneapolis, MN
Karina Rahn
Lincoln, NE
Howard Nissen
Lincoln, NE
David Salley
Wellington, FL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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