Caleb
Stertzer

Ameritas Advisory Services, LLC

CRD#5809863
Investment Advisor
in Columbus, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Caleb Stertzer is a financial advisor working out of Columbus, Ohio with 2 years of relevant experience. Stertzer is currently employed by Ameritas Advisory Services, LLC. Throughout their career, they have worked at Ameritas Life Insurance Corp, Ameritas Investment Corp, Central Ohio Financial Management Group and Ameritas Advisory Services, LLC. Stertzer has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Ameritas Advisory Services, LLC is an advisory company that has its headquarters in Lincoln, NE. The company has offices in 248 locations and a total of 592 financial advisors. It handles $9 billion in assets between its 35,218 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 38 charities and foundations. Of its 35,218 client accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Ameritas Advisory Services, LLC 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. Financial advisory fee schedules usually vary depending on the financial services provided. However, fee types charged by Ameritas Advisory Services, LLC most likely include some blend of 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

615 High St Ste 200
Columbus, OH 43085

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

OH Average: 226
Total Number of Accounts

35,218

OH Average: 7,467
Average Account Size

$242,342

OH 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

Caleb Stertzer Work History

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

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2011 - Present (13 years)

Ameritas Life Insurance Corp

2011 - Present (13 years)

Ameritas Investment Corp

2011 - Present (13 years)

Central Ohio Financial Management 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 Caleb Stertzer 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
Jaclyn Bautista
Tampa, FL
Corey Boerner
Salisbury, MD
Adam Bettis
Overland Park, KS
Catherine Jones
Lincoln, NE
Daniel Billings
Greensboro, NC
Neil Limcangco
San Jose, CA
Donald Wilson
Orange Park, FL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started