Regina
Robles-Marquez

Ameritas Advisory Services, LLC

CRD#7490597
Investment Advisor
in Kearney, NE

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About this Advisor

Regina Robles-Marquez is a financial advisor based in Kearney, Nebraska, working with Ameritas Advisory Services, LLC. Regina has previously held positions at Usave Pharmacy, First National Bank Of Omaha, Ameritas Investment Company, LLC, Ameritas Financial Center/Barth Financial, Student, Ameritas Advisory Services, LLC, and University Of Nebraska At Kearney. Regina has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Regina is part of Ameritas Advisory Services, LLC, which operates out of Kearney, Nebraska. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

2202 Central Ave Ste 8
Kearney, NE 68847

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

NE Average: 226
Total Number of Accounts

39,033

NE Average: 7,467
Average Account Size

$263,605

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

Regina Robles-Marquez Work History

2024 - Present (0 year)

Ameritas Advisory Services, LLC

2023 - Present (1 year)

Ameritas Investment Company, LLC

2021 - Present (3 years)

Ameritas Financial Center/Barth Financial

2021 - Present (3 years)

University Of Nebraska At Kearney

2019 - Present (5 years)

University Of Nebraska At Kearney

2020 - 2021 (1 year)

First National Bank Of Omaha

2017 - 2021 (4 years)

Usave Pharmacy

2013 - 2017 (4 years)

Student

Disclosures

Please visit the SEC profile of Regina Robles-Marquez 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

Jonathan Goohs
Melville, NY
Angela Taliaferro
San Francisco, CA
Tayton Bair
Flagstaff, AZ
Orlando Cruz
Charlotte, NC
Branden Heins
Surprise, AZ
Tyler Mainquist
Lincoln, NE
Quinton Storm
Tulsa, OK
Paul Mattke
Milton, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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