Ameritas Investment Company, LLC
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
Years of Experience
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Ameritas Investment Company, LLC Brokerage Details
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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.
Ameritas Investment Company, LLC
Insource Benefits Group
Ameritas Life Insurance Corp
Bryan L. Holen Insurance Sales
Plat1Num One Investment & Insurance Group
Heartland Financial Concepts
Principal Life Insurance Company
Bryan Holen has disclosures.
Please visit their SEC profile for more details.
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