Matthew
Kinsella

Ameritas Advisory Services, LLC

CRD#5217108
Investment Advisor
in Lincoln, NE

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About this Advisor

Matthew Kinsella is a financial advisor working in Lincoln, Nebraska, who has 2 years of industry experience. Kinsella currently works for Ameritas Advisory Services, LLC. During their career, the advisor has held roles at Securities America, Inc, Securities America Advisors, Inc, Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC. Kinsella has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Nebraska. Ameritas Advisory Services, LLC is an advisory company operating out of Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 employees. It has $9 billion in total assets between its 35,218 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 38 charitable organizations. Of its 35,218 accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm has a wide range 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. Fees charged by financial advisors largely vary depending on the services provided. However, fees billed by Ameritas Advisory Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 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, Others

Office Location

5900 O Street
Lincoln, NE 68510

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

NE Average: $1,978,216,465
Total Number of Employees

592

NE Average: 226
Total Number of Accounts

35,218

NE Average: 7,467
Average Account Size

$242,342

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

Matthew Kinsella Work History

Matthew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2020 - Present (4 years)

Ameritas Investment Company, LLC

2010 - 2020 (10 years)

Securities America Advisors, Inc

2006 - 2020 (14 years)

Securities America, Inc

*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 Matthew Kinsella 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

Christopher Riel
San Ramon, CA
Catherine Jones
Lincoln, NE
Patrick Kim
Los Angeles, CA
Jaclyn Bautista
Tampa, FL
Eric Stevens
Exeter, CA
Daniel Billings
Greensboro, NC
Amanda Ross
Appleton, WI
Craig Hausz
Dallas, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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