Preston
Speece
Ameritas Advisory Services, LLC
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About this Advisor
Preston Speece is a financial advisor working in Omaha, Nebraska with a total of 2 years of relevant experience. Speece is an employee of Ameritas Advisory Services, LLC. Throughout their career, they have worked at Minnesota Life Insurance Company, Securian Financial Services, Inc, Heritage Financial Group, Ameritas Advisory Services, LLC, Ameritas Wealth Advisors, Envision Wealth Network, Ameritas Investment Company, LLC and Ameritas Life Insurance Corp. Speece has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Nebraska and Texas. Ameritas Advisory Services, LLC is an advisory firm that has its headquarters in Lincoln, NE. The company has offices in 248 locations and a total of 592 employees. It administers $9 billion in assets across its 35,218 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 38 charities and foundations. Of its 35,218 customer accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm has a diverse 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. Financial management fee schedules are based on which services are offered. However, fees billed by Ameritas Advisory Services, LLC most likely include 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
Preston Speece Work History
Preston has been registered as a financial advisor for 2 years.*
Ameritas Wealth Advisors
Envision Wealth Network
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Life Insurance Corp
Minnesota Life Insurance Company
Securian Financial Services, Inc
Heritage Financial Group
*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 Preston Speece 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
Columbus, OH
Toledo, OH
Dewitt, MI
Tampa, FL
San Ramon, CA
Overland Park, KS
Sudbury, MA
Placerville, CA
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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