Tyler
Schubauer

Ameritas Advisory Services, LLC

CRD#6392775
Investment Advisor
in Lincoln, NE

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About this Advisor

Tyler Schubauer is a financial advisor based out of Lincoln, Nebraska with 1 year of relevant experience. Schubauer works at Ameritas Advisory Services, LLC. Their career trajectory has included roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, Calvert Investment Distributors, Inc, Securities America Inc, Securities America Advisors, Axos Clearing LLC, Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC. Schubauer has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Nebraska. Ameritas Advisory Services, LLC is a company that has its headquarters in Lincoln, NE. The firm has offices in 248 locations and a total of 592 employees. It controls $9 billion in assets under management across its 35,218 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 38 charitable organizations. Of its 35,218 client accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides 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. Fees for financial advisory services usually are based on which services the firm provides the client. Fee types billed by Ameritas Advisory Services, LLC likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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 St.
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

Tyler Schubauer Work History

Tyler has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Ameritas Investment Company, LLC

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2021 - 2021 (< 1 year)

Axos Clearing LLC

2017 - 2017 (< 1 year)

Calvert Investment Distributors, Inc

2017 - 2021 (4 years)

Securities America Inc

2017 - 2021 (4 years)

Securities America Advisors

2014 - 2017 (3 years)

Ameritas Investment Corp

2012 - 2017 (5 years)

Ameritas Life Insurance Corp

*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 Tyler Schubauer 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

Louay Elhadj
Placerville, CA
Catherine Jones
Lincoln, NE
Patrick Kim
Los Angeles, CA
Christopher Riel
San Ramon, CA
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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