Douglas
Wisdom
Ameritas Advisory Services, LLC
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About this Advisor
Douglas Wisdom is a financial advisor working in Salem, Missouri with a total of 2 years of relevant experience. Wisdom currently works for Ameritas Advisory Services, LLC. Wisdom has gained experience at Wisdom Financial Services, Tax Favored Benefits, Ameritas Investment Corp, Ameritas Life Insurance Corp, Ameritas Advisory Services, LLC, Metlife Securities Inc and Metropolitan Life Insurance Company. Wisdom holds a Series 63 license, certifying them as a securities agent, and is approved to advise clients in Missouri and Texas. Ameritas Advisory Services, LLC is a financial advisory company that has its headquarters in Lincoln, NE. It has offices in 248 locations and a total of 592 employees. It administers $9 billion in assets under management across its 35,218 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 38 charities and foundations. Of its 35,218 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. The company provides a diverse set 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. A financial advisor's fees typically depend on which service is provided. Fee types billed by Ameritas Advisory Services, LLC most likely include 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
Douglas Wisdom Work History
Douglas has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Tax Favored Benefits
Ameritas Investment Corp
Ameritas Life Insurance Corp
Wisdom Financial Services
Metlife Securities Inc
Metropolitan Life Insurance Company
*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 Douglas Wisdom 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
Houston, TX
Tampa, FL
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San Ramon, CA
Centreville, VA
Los Angeles, CA
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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