Scott
Thole
Ameritas Advisory Services, LLC
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About this Advisor
Scott Thole is a financial advisor operating in Minneapolis, Minnesota with 2 years of relevant experience. Thole is an employee of Ameritas Advisory Services, LLC. During their career, the advisor has held roles at Pruco Securities, LLC, The Prudential Insurance Company Of America, Mccormick & Schmick'S/Landry'S, American United Life, Oneamerica Securities, Midwest Secure Retirement, Ameritas Investment Company, LLC, Ameritas Life Insurance Company and Ameritas Advisory Services, LLC. Thole holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota. Ameritas Advisory Services, LLC is a registered investment company that has its headquarters in Lincoln, NE. The company has offices in 248 locations and a total of 592 people on staff. It has $9 billion in assets under management across its 35,218 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 38 charities and foundations. Of its 35,218 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Ameritas Advisory Services, LLC performs a number 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 for financial management largely depend on which services the firm provides the client. However, fees charged by Ameritas Advisory Services, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
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
Scott Thole Work History
Scott has been registered as a financial advisor for 2 years.*
Ameritas Investment Company, LLC
Ameritas Life Insurance Company
Ameritas Advisory Services, LLC
Midwest Secure Retirement
Oneamerica Securities
American United Life
Pruco Securities, LLC
The Prudential Insurance Company Of America
Mccormick & Schmick'S/Landry'S
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Thole 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
Dewitt, MI
Lincoln, NE
San Ramon, CA
Overland Park, KS
Los Angeles, CA
Lincoln, NE
Appleton, WI
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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