Evan
Rump

Ameritas Advisory Services, LLC

CRD#7347402
Investment Advisor
in Perrysburg, OH

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About this Advisor

Evan Rump is a financial advisor based in Perrysburg, Ohio, working with Ameritas Advisory Services, LLC. Evan has previously held positions at Michigan State University, Jimmy Johns, McDonald's, Bankers Life, Northwestern Mutual, Basil Pizza And Wine Bar, Journeys, Perrysburg High School, Deverna & Co. Financial, Ameritas Investment Company, LLC, and Ameritas Advisory Services, LLC. Evan has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Evan is part of Ameritas Advisory Services, LLC, which operates out of Perrysburg, Ohio. 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

1070 Commerce Dr Bldg 3
Perrysburg, OH 43551

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

OH Average: 226
Total Number of Accounts

39,033

OH Average: 7,467
Average Account Size

$263,605

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

Evan Rump Work History

2024 - Present (1 year)

Ameritas Advisory Services, LLC

2023 - Present (2 years)

Deverna & Co. Financial

2023 - Present (2 years)

Ameritas Investment Company, LLC

2021 - 2021 (< 1 year)

Bankers Life

2021 - 2021 (< 1 year)

Northwestern Mutual

2020 - 2020 (< 1 year)

Basil Pizza And Wine Bar

2019 - 2020 (1 year)

Journeys

2018 - 2022 (4 years)

Michigan State University

2018 - 2019 (1 year)

Jimmy Johns

2017 - 2018 (1 year)

Jimmy Johns

2016 - 2017 (1 year)

Mcdonalds

2014 - 2018 (4 years)

Perrysburg High School

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Disclosures

Please visit the SEC profile of Evan Rump 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

Tayton Bair
Flagstaff, AZ
Elizabeth Reilly
Newport, RI
Corey Raths
Flagstaff, AZ
Paul Mattke
Milton, FL
Orlando Cruz
Charlotte, NC
Jonathan Goohs
Melville, NY
Quinton Storm
Tulsa, OK
Branden Heins
Surprise, AZ

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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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.

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