Kristina
Hoelting
Ameritas Advisory Services, LLC
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About this Advisor
Kristina Hoelting is a financial advisor based in Kearney, Nebraska, with 2 years of industry experience. Hoelting is an employee of Ameritas Advisory Services, LLC. Over the course of their career, they have held roles at Barth Financial, Ameritas Financial Center, Ameritas Investment Corp, Ameritas Life Insurance Corp, Barth Financial Wealth Management Group, Central Financial Services and Ameritas Advisory Services, LLC. Hoelting has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska and Texas. Ameritas Advisory Services, LLC is a firm based out of Lincoln, NE. The firm has offices in 248 locations and a total of 592 advisors. It controls $9 billion in total assets between its 35,218 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 38 charities and foundations. Of its 35,218 accounts, just 2% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a number 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 fees typically vary depending on which services are offered. However, fee types charged by Ameritas Advisory Services, LLC likely are comprised 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
Kristina Hoelting Work History
Kristina has been registered as a financial advisor for 2 years.*
Barth Financial
Central Financial Services
Ameritas Advisory Services, LLC
Barth Financial Wealth Management Group
Ameritas Investment Corp
Ameritas Financial Center
Ameritas Life Insurance Corp
Barth Financial
*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 Kristina Hoelting 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
Exeter, CA
Lincoln, NE
Dewitt, MI
Greensboro, NC
Los Angeles, CA
Dallas, TX
Appleton, WI
Overland Park, KS
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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