Michael
Booth

Ameritas Advisory Services, LLC

CRD#5320849
Investment Advisor
in Omaha, NE

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About this Advisor

Michael Booth is a financial advisor operating out of Omaha, Nebraska, with a total of 2 years of industry experience. Booth is an employee of Ameritas Advisory Services, LLC. Booth has gained experience at Minnesota Life Insurance Company, Heritage Financial Services, Booth & Associates Long Term Care Advisors, Ameritas Life Insurance, Ameritas Investment Company, LLC, Ameritas Financial Center, Ameritas Advisory Services, LLC, Envision Wealth Network, Ameritas Wealth Advisors and Securian Financial Services, Inc. Booth holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Nebraska and Texas. Ameritas Advisory Services, LLC is a financial advisory business based out of Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 advisors. It oversees $9 billion in assets between its 35,218 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 38 charities and foundations. Of its 35,218 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in investable assets. The firm provides a number 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. Fees charged by financial advisors usually vary depending on the financial services. However, fee types charged by Ameritas Advisory Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

440 Regency Parkway Dr Ste 147
Omaha, NE 68114

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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

Michael Booth Work History

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

2022 - Present (2 years)

Envision Wealth Network

2022 - Present (2 years)

Ameritas Wealth Advisors

2021 - Present (3 years)

Ameritas Investment Company, LLC

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2020 - Present (4 years)

Ameritas Life Insurance

2021 - 2022 (1 year)

Ameritas Financial Center

2007 - 2021 (14 years)

Minnesota Life Insurance Company

2007 - 2021 (14 years)

Heritage Financial Services

2007 - 2021 (14 years)

Securian Financial Services, Inc

1998 - 2020 (22 years)

Booth & Associates Long Term Care Advisors

*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 Michael Booth 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

Eric Stevens
Exeter, CA
Salvatore Lombardi
Westborough, MA
Nicholas Mccleary
Dewitt, MI
Christopher Riel
San Ramon, CA
Louay Elhadj
Placerville, CA
Catherine Jones
Lincoln, NE
Patrick Kim
Los Angeles, CA
Greggory Glass
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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