Christopher
Coffman

Ameritas Investment Company, LLC

CRD#5721671
Investment Advisor
in Fremont, NE

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About this Advisor

Christopher Coffman is a financial advisor in Fremont, Nebraska. Currently a registered financial advisor with Ameritas Investment Company, LLC, Coffman has 11 years of experience in the financial advisory industry. Coffman has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Coffman is registered to work with clients based out of Nebraska. During their career, the advisor has held roles at Edward Jones, Wells Fargo Advisors Financial Network, LLC, Td Ameritrade, Ameritas Investment Corp, Ameritas Life Insurance Corp and Investment Advisors, Inc. Ameritas Investment Company, LLC is based out of Fremont, Nebraska, and has 243 other offices in the United States. In aggregate, Ameritas Investment Company, LLC oversees $9 billion in assets throughout 31,262 accounts and retains more than 604 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 7,459 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Ameritas Investment Company, LLC can provide 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 may charge clients asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

1910 N. Bell Street
Fremont, NE 68025

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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

Christopher Coffman Work History

Christopher has 11 years of experience.

2018 - Present (3 years)

Ameritas Investment Corp

2018 - Present (3 years)

Ameritas Life Insurance Corp

2018 - Present (3 years)

Investment Advisors, Inc

2017 - 2018 (1 year)

Td Ameritrade

2016 - 2017 (1 year)

Wells Fargo Advisors Financial Network, LLC

2009 - 2016 (7 years)

Edward Jones

Disclosures

Christopher Coffman has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameritas Advisory Services

Jon Milliken
Metairie, LA
Juliet Barwick
San Ramon, CA
Matthew Halick
San Ramon, CA
Karen Van Voorhis
Norwell, MA
Cory Boyer
Lincoln, NE
Eric Denson
Glen Rose, TX
James Piazza
Toledo, OH
Andrew Dover
Ephrata, PA

This content was compiled from the SEC and FINRA.

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