Bryan
Holen
Ameritas Advisory Services, LLC
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About this Advisor
Bryan Holen is a financial advisor based in Lincoln, Nebraska, working with Ameritas Advisory Services, LLC. Bryan has previously held positions at Principal Life Insurance Company, Principal Securities, Heartland Financial Concepts, Plat1Num One Investment & Insurance Group, Ameritas Investment Company, LLC, Bryan L. Holen Insurance Sales, Ameritas Life Insurance Corp, Ameritas Advisory Services, LLC, Plat1Num One Investment And Insurance Group, and Insource Benefits Group. Bryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska and Texas. Currently, Bryan 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
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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
Bryan Holen Work History
Plat1Num One Investment And Insurance Group
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Life Insurance Corp
Insource Benefits Group
Bryan L. Holen Insurance Sales
Plat1Num One Investment & Insurance Group
Heartland Financial Concepts
Principal Life Insurance Company
Principal Securities
Disclosures
Please visit the SEC profile of Bryan Holen 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
Plano, TX
Lawrence, KS
Lincoln, NE
Flagstaff, AZ
Perrysburg, OH
New York, NY
Tulsa, OK
Surprise, AZ
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