Stephen
Cooke
Ameritas Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Stephen Cooke is a financial advisor working out of Issaquah, Washington who has 2 years of industry experience. Cooke is currently employed by Ameritas Advisory Services, LLC. Throughout their career, Cooke has worked at Ameritas Investment Corp, Ameritas Life Insurance Corp, Cornerstone Financial Group LLC, Highlands Insurance&Retirement Solutions Dba Issaquah Financial, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Everett 3 On 3 Basketball Tournament, Mml Investors Services, LLC and Massmutual Life Insurance Company. Cooke holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Washington. Ameritas Advisory Services, LLC is a financial advisory business operating out of Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 employees. It administers $9 billion in assets under management across its 35,218 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 38 charities and foundations. Of its 35,218 accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a wide 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. A financial advisor's fees largely vary depending on the type of financial services provided. However, fee types billed by Ameritas Advisory Services, LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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 Cooke Work History
Stephen has been registered as a financial advisor for 2 years.*
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Life Insurance Corp
Highlands Insurance&Retirement Solutions Dba Issaquah Financial
Everett 3 On 3 Basketball Tournament
Mml Investors Services, LLC
Massmutual Life Insurance Company
Ameritas Investment Corp
Cornerstone Financial Group LLC
*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 Cooke 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
Dewitt, MI
Westborough, MA
San Ramon, CA
Overland Park, KS
Lincoln, NE
Dallas, TX
Tampa, FL
Sudbury, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
