Stephen
Dennis
Ameritas Advisory Services, LLC
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About this Advisor
Stephen Dennis is a financial advisor working in Cincinnati, Ohio with a total of 2 years of relevant experience. Dennis is an advisor for Ameritas Advisory Services, LLC. The advisor has gained experience at Ameritas Life Insurance Corp, Ameritas Investment Corp and Ameritas Advisory Services, LLC. Dennis holds a Series 63 license, qualifying them as a securities broker, and can operate in Ohio. Ameritas Advisory Services, LLC is a financial advisory firm based in Lincoln, NE. The firm has offices in 248 locations and a total of 592 employees. It oversees $9 billion in assets among its 35,218 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 38 charitable organizations. Of its 35,218 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. The business offers 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 advisory fees typically vary depending on which services the firm provides the client. However, fees charged by Ameritas Advisory Services, LLC most likely are comprised of 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
Stephen Dennis Work History
Stephen has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Ameritas Investment Corp
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 Stephen Dennis 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
Lincoln, NE
Perrysburg, OH
Exeter, CA
Dallas, TX
Lincoln, NE
Westborough, MA
San Ramon, CA
Overland Park, KS
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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