Joanna
Mummert
Ameritas Advisory Services, LLC
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About this Advisor
Joanna Mummert is a financial advisor based in Burien, Washington, working with Ameritas Advisory Services, LLC. Joanna has previously held positions at Ameritas Investment Corp, Ameritas Life Insurance Corp, Cornerstone Financial Group, Amway Corporation, Younique, LLC, Asea, LLC, United States Census Bureau, The Ascent Group, LLC, Relm Appraisal Group, LLC, Ameritas Advisory Services, LLC, Ventures Non Profit, and Alpha Omega Wealth. Joanna has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Joanna is part of Ameritas Advisory Services, LLC, which operates out of Burien, Washington. 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
Joanna Mummert Work History
Ameritas Advisory Services, LLC
Relm Appraisal Group, LLC
Ameritas Investment Corp
Ventures Non Profit
Ameritas Life Insurance Corp
Asea, LLC
Alpha Omega Wealth
The Ascent Group, LLC
United States Census Bureau
Ameritas Investment Corp
Cornerstone Financial Group
Younique, LLC
Amway Corporation
Disclosures
Please visit the SEC profile of Joanna Mummert 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
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Lincoln, NE
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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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