Sheryl
Klehr-Ottinger
Ameritas Advisory Services, LLC
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About this Advisor
Sheryl Klehr-Ottinger is a financial advisor based in Memphis, Tennessee, working with Ameritas Advisory Services, LLC. Sheryl has previously held positions at Ameritas Life Insurance Corp, Ameritas Investment Corp, Ucl Financial Group, United Wealth Advisors Group LLC (Uwag), and Ameritas Advisory Services, LLC. Sheryl has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Sheryl is part of Ameritas Advisory Services, LLC, which operates out of Memphis, Tennessee. 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
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
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
Sheryl Klehr-Ottinger Work History
Ameritas Advisory Services, LLC
United Wealth Advisors Group LLC (Uwag)
Ameritas Life Insurance Corp
Ameritas Investment Corp
Ucl Financial Group
Disclosures
Please visit the SEC profile of Sheryl Klehr-Ottinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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