Brandon
Mann

Ameritas Advisory Services, LLC

CRD#4488207
Investment Advisor
in Lincoln, NE

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About this Advisor

Brandon Mann is a financial advisor operating out of Lincoln, Nebraska who has 2 years of relevant experience. Mann currently works for Ameritas Advisory Services, LLC. Throughout their career, they have worked at Smith Hayes Advisers, Inc, Smith Hayes Financial Services Corp, D.A. Davidson & Co, Ameritas Advisory Services, LLC and Ameritas Investment Corp. Mann has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Nebraska and Texas. Ameritas Advisory Services, LLC is a company that has its headquarters in Lincoln, NE. It has offices in 248 locations and a total of 592 advisors. It administers $9 billion in assets under management among its 35,218 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 38 charitable organizations. Of its 35,218 customer accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business offers a number of services, such as 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 advisory services usually depend on which service is offered. Fees charged by Ameritas Advisory Services, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Office Location

5900 O Street
Lincoln, NE 68510

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

NE Average: 226
Total Number of Accounts

35,218

NE Average: 7,467
Average Account Size

$242,342

NE 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

Brandon Mann Work History

Brandon has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2017 - Present (7 years)

Ameritas Investment Corp

2016 - 2017 (1 year)

D.A. Davidson & Co

2012 - 2016 (4 years)

Smith Hayes Financial Services Corp

2010 - 2016 (6 years)

Smith Hayes Advisers, Inc

*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 Brandon Mann 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

Greggory Glass
Overland Park, KS
Seth Edgil
Trussville, AL
Elizabeth Fowlks
Sudbury, MA
Patrick Kim
Los Angeles, CA
Louay Elhadj
Placerville, CA
Eric Stevens
Exeter, CA
Jaclyn Bautista
Tampa, FL
Craig Hausz
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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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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