Bryan
Holen

Ameritas Investment Company, LLC

CRD#4234639
Investment Advisor
in La Vista, NE

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About this Advisor

Bryan Holen is a financial advisor in La Vista, Nebraska. Currently a registered investment advisor with Ameritas Investment Company, LLC, they have gathered 20 years of experience as a registered investment advisor. Holen has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Holen is able to act as an advisor based out of Nebraska. Their career trajectory has included roles at Principal Life Insurance Company, Principal Securities, Heartland Financial Concepts, Plat1Num One Investment & Insurance Group, Ameritas Investment Company, LLC, Bryan L. Holen Insurance Sales, Insource Benefits Group and Ameritas Life Insurance Corp. Ameritas Investment Company, LLC is located in La Vista, Nebraska, and operates out of 243 other offices in the country. As a company, Ameritas Investment Company, LLC oversees $9 billion in assets covering 31,262 client accounts and retains more than 604 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 7,459 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Ameritas Investment Company, LLC offers 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 firm's fees may include asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

20 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, Commissions, Performance-based Fees, Others

Disclosures

Yes

Office Location

12329 Southport Pkwy Suite 101
La Vista, NE 68128

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Ameritas Investment Company, LLC Brokerage Details

Total Assets Under Management

$9,271,182,484

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

604

NE Average: 226
Total Number of Accounts

31,262

NE Average: 7,467
Average Account Size

$296,564

NE Average: $264,928

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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

Bryan has 20 years of experience.

2020 - Present (1 year)

Ameritas Investment Company, LLC

2020 - Present (1 year)

Insource Benefits Group

2020 - Present (1 year)

Ameritas Life Insurance Corp

2000 - Present (21 years)

Bryan L. Holen Insurance Sales

2015 - 2020 (5 years)

Plat1Num One Investment & Insurance Group

2011 - 2018 (7 years)

Heartland Financial Concepts

2000 - 2020 (20 years)

Principal Life Insurance Company

2000 - 2020 (20 years)

Principal Securities

Disclosures

Bryan Holen has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameritas Advisory Services

Meridith Carter
Kansas City, MO
Isaac Meyers
Columbus, OH
Juliet Barwick
San Ramon, CA
Katelyn Whalen
Charlotte, NC
Caleb Stertzer
Columbus, OH
Cory Boyer
Lincoln, NE
Thomas Mullinix
Denver, CO
David Norris
Holt, MI

This content was compiled from the SEC and FINRA.

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