Amanda
Ross
Ameritas Advisory Services, LLC
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About this Advisor
Amanda Ross is a financial advisor based in Appleton, Wisconsin, working with Ameritas Advisory Services, LLC. Amanda has previously held positions at U.S. Bancorp Investments, Inc, Sii Investments, American United Life, Oneamerica Securities, Woodbury Financial Services Inc, Aegis Financial, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, and Packerland Brokerage Services. Amanda has passed the Series 66 regulatory exam and is registered to provide services in Nebraska and Wisconsin. Currently, Amanda is part of Ameritas Advisory Services, LLC, which operates out of Appleton, Wisconsin. 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
Amanda Ross Work History
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Woodbury Financial Services Inc
Aegis Financial
American United Life
Oneamerica Securities
Packerland Brokerage Services
Sii Investments
U.S. Bancorp Investments, Inc
Disclosures
Please visit the SEC profile of Amanda Ross 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
Toledo, OH
Cincinnati, OH
Carnegie, PA
Perrysburg, OH
Minneapolis, MN
Eliot, ME
Tulsa, OK
Flagstaff, 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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