Carl
Eberspacher

Ameritas Advisory Services, LLC

CRD#1664242
Investment Advisor
in Omaha, NE

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About this Advisor

Carl Eberspacher is a financial advisor based in Omaha, Nebraska, working with Ameritas Advisory Services, LLC. Carl has previously held positions at Central Financial Services, Ameritas Investment Company, LLC, Ameritas Life Insurance Corp, and Ameritas Advisory Services, LLC. Carl has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, Carl is part of Ameritas Advisory Services, LLC, which operates out of Omaha, 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

Series 63, Series 65

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

11126 O St
Omaha, NE 68137

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

NE Average: 226
Total Number of Accounts

39,033

NE Average: 7,467
Average Account Size

$263,605

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

Carl Eberspacher Work History

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2015 - Present (9 years)

Ameritas Life Insurance Corp

2000 - Present (24 years)

Ameritas Investment Company, LLC

1987 - Present (37 years)

Central Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Carl Eberspacher 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

Elizabeth Reilly
Newport, RI
Chase Guerrette
Presque Isle, ME
Paul Mattke
Milton, FL
Orlando Cruz
Charlotte, NC
David Beltz
Carnegie, PA
Evan Rump
Perrysburg, OH
Quinton Storm
Tulsa, OK
Branden Heins
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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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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