James
Schmeichel

Ameritas Investment Company, LLC

CRD#1505989
Investment Advisor
in Fremont, NE

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About this Advisor

James Schmeichel is a financial advisor working out of Fremont, Nebraska, who has been in the financial industry for 30 years. Schmeichel currently works for Ameritas Investment Company, LLC. Throughout their career, they have worked at Siebler & Schmeichel Retirement Planning Inc, Ameritas Investment Corp, Ameritas Life Insurance, Acacia Life Insurance, Union Central Life Insurance and Investment Advisors, Inc. Schmeichel holds a Series 63 license, certifying them as a securities agent, and is able to serve investors in Nebraska. Ameritas Investment Company, LLC is a registered investment firm that has its headquarters in Fremont, Nebraska. The firm has offices in 243 locations and a total of 604 people on staff. It handles $9 billion in assets under management across its 31,262 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 98 charitable organizations. Of its 31,262 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides a diverse set of services, including 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. Financial advisory fee schedules largely depend on the type of services offered. However, fee types billed by Ameritas Investment Company, LLC most likely include asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63

Years of Experience

30 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

No

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

James Schmeichel Work History

James has 30 years of experience.

1997 - Present (24 years)

Ameritas Investment Corp

1997 - Present (24 years)

Ameritas Life Insurance

1996 - Present (25 years)

Investment Advisors, Inc

1997 - 2011 (14 years)

Acacia Life Insurance

1997 - 2011 (14 years)

Union Central Life Insurance

1990 - 2012 (22 years)

Siebler & Schmeichel Retirement Planning Inc

Disclosures

James Schmeichel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameritas Advisory Services

Barry Steim
W Des Moines, IA
James Piazza
Toledo, OH
Lieren Timeus
Virginia Beach, VA
Brandon Mann
Lincoln, NE
Susanne Denby
Austin, TX
Juliet Barwick
San Ramon, CA
Thomas Mullinix
Denver, CO
Cory Boyer
Lincoln, NE

This content was compiled from the SEC and FINRA.

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