Joe
Wilburn
Ameritas Advisory Services, LLC
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About this Advisor
Joe Wilburn is a chartered financial consultant who works out of Tulsa, Oklahoma with a total of 2 years of industry experience. Wilburn currently works for Ameritas Advisory Services, LLC. During their career, Wilburn has held roles at Securian Financial Services, Minnesota Life, Securian Advisors Of Iowa, Ameritas Life Insurance Corp, Ameritas Investment Corp, Financial Design Group, Concierge Care, LLC, Concierge Financial Consultants, Midtown Wealth Management and Ameritas Advisory Services, LLC. Wilburn has a Series 63 license, qualifying them as a securities broker, and can advise clients in Oklahoma and Texas. Ameritas Advisory Services, LLC is a registered investment company based in Lincoln, NE. The company has offices in 248 locations and a total of 592 financial advisors. It handles $9 billion in total assets among its 35,218 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 38 charitable organizations. Of its 35,218 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. The business provides a diverse set of services, such as 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 depend on which services the firm provides the client. Fees billed by Ameritas Advisory Services, LLC most likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
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
Joe Wilburn Work History
Joe has been registered as a financial advisor for 2 years.*
Midtown Wealth Management
Ameritas Advisory Services, LLC
Concierge Care, LLC
Ameritas Life Insurance Corp
Ameritas Investment Corp
Concierge Financial Consultants
Financial Design Group
Securian Advisors Of Iowa
Securian Financial Services
Minnesota Life
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joe Wilburn 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
San Ramon, CA
Lincoln, NE
Sudbury, MA
Los Angeles, CA
Placerville, CA
Dallas, TX
Appleton, WI
Greensboro, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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