Darcy
Yocum

Ameritas Advisory Services, LLC

CRD#4223696
Investment Advisor
in Lincoln, NE

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About this Advisor

Darcy Yocum is a financial advisor based in Lincoln, Nebraska, working with Ameritas Advisory Services, LLC. Darcy has previously held positions at Ameritas Investment Corp, Namaste Retirement Consultants, Yocum & Associates, LLC, Central Financial Services/Afc, Yocum Wealth Management, Yocum Cattle Company, LLC, Ameritas Life Insurance Corp, Yocum & Associates, Ameritas Financial Center, The Planning Group, Ameritas Advisory Services, LLC, Envision Wealth Network, and Ameritas Wealth Advisors. Darcy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa and Nebraska. Currently, Darcy 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

Series 63, Series 66

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

6355 S 56Th St
Lincoln, NE 68516

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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

Darcy Yocum Work History

2022 - Present (2 years)

Envision Wealth Network

2022 - Present (2 years)

Ameritas Wealth Advisors

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2020 - Present (4 years)

Ameritas Financial Center

2020 - Present (4 years)

The Planning Group

2015 - Present (9 years)

Ameritas Life Insurance Corp

2005 - Present (19 years)

Central Financial Services/Afc

2004 - Present (20 years)

Ameritas Investment Corp

2004 - Present (20 years)

Yocum & Associates, LLC

2014 - 2020 (6 years)

Yocum Wealth Management

2014 - 2018 (4 years)

Yocum Cattle Company, LLC

2011 - 2016 (5 years)

Namaste Retirement Consultants

2005 - 2020 (15 years)

Yocum & Associates

Disclosures

Please visit the SEC profile of Darcy Yocum 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

Paul Mattke
Milton, FL
Jonathan Goohs
Melville, NY
Tyler Mainquist
Lincoln, NE
Corey Raths
Flagstaff, AZ
Nicholas Smith
Dallas, TX
Orlando Cruz
Charlotte, NC
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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