Craig
Hausz

Ameritas Advisory Services, LLC

CRD#5077750
Investment Advisor
in Dallas, TX

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About this Advisor

Craig Hausz is a financial advisor based out of Dallas, Texas with a total of 2 years of industry experience. Hausz is an advisor for Ameritas Advisory Services, LLC. Over the course of their career, Hausz has held roles at Supreme Lending, Principal Securities Inc, Fuller Wealth Management, LLC, Cmh Advisors, Pllc, Ameritas Investment Company, LLC, Cmh Wealth Management, LLC, Ameritas Advisory Services, LLC and Ifs Securities Inc. Hausz has Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Ameritas Advisory Services, LLC is a business based out of Lincoln, NE. It has offices in 248 locations and a total of 592 advisors. It oversees $9 billion in assets under management across its 35,218 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 38 charitable organizations. Of its 35,218 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. Ameritas Advisory Services, LLC has 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. Fees for financial management usually vary depending on which services are offered. However, fee types billed by Ameritas Advisory Services, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, 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

14785 Preston Rd Ste 1030
Dallas, TX 75254

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

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

592

TX Average: 226
Total Number of Accounts

35,218

TX Average: 7,467
Average Account Size

$242,342

TX 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

Craig Hausz Work History

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

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2017 - Present (7 years)

Cmh Wealth Management, LLC

2014 - Present (10 years)

Cmh Advisors, Pllc

2020 - 2021 (1 year)

Ameritas Investment Company, LLC

2019 - 2019 (< 1 year)

Ifs Securities Inc

2018 - 2020 (2 years)

Fuller Wealth Management, LLC

2016 - 2018 (2 years)

Principal Securities Inc

2013 - 2014 (1 year)

Supreme Lending

*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 Craig Hausz 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

Catherine Jones
Lincoln, NE
Salvatore Lombardi
Westborough, MA
Greggory Glass
Overland Park, KS
Daniel Billings
Greensboro, NC
Elizabeth Fowlks
Sudbury, MA
Craig Hausz
Dallas, TX
Patrick Kim
Los Angeles, CA
Jaclyn Bautista
Tampa, 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.

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