Bret
Klabunde
Ameritas Advisory Services, LLC
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About this Advisor
Bret Klabunde is a financial advisor based in Lincoln, Nebraska, working with Ameritas Advisory Services, LLC. Bret has previously held positions at University Of Nebraska Lincoln, Abes Portables, Student Support Service, Yeutter Institute, Seacrest & Kalkowski, Klabunde Delivery, Insource, Blue Moon Fitness, Rustic Steakhouse, Abes Trash, Fort Calhoun Community Schools, Ameritas Investment Company, LLC, Ameritas Life Insurance Corp, Insource Financial Advisors, and Ameritas Advisory Services, LLC. Bret has passed the Series 66 regulatory exam and is registered to provide services in Nebraska and Texas. Currently, Bret is part of Ameritas Advisory Services, LLC, which operates out of Lincoln, Nebraska. 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
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
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
Bret Klabunde Work History
Ameritas Advisory Services, LLC
Insource Financial Advisors
Insource
Ameritas Investment Company, LLC
Ameritas Life Insurance Corp
University Of Nebraska Lincoln
Yeutter Institute
Student Support Service
Abes Portables
Seacrest & Kalkowski
Klabunde Delivery
Blue Moon Fitness
Rustic Steakhouse
Abes Trash
Fort Calhoun Community Schools
Disclosures
Please visit the SEC profile of Bret Klabunde 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
Irvine, CA
Minneapolis, MN
Lincoln, NE
San Francisco, CA
Lincoln, NE
Toledo, OH
Tulsa, OK
Surprise, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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