Amanda
Ross
Ameritas Advisory Services, LLC
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About this Advisor
Amanda Ross is a financial advisor working out of Appleton, Wisconsin who has 1 year of industry experience. Ross is on the advisory team at Ameritas Advisory Services, LLC. Throughout their career, Ross has worked 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. Ross maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Nebraska and Wisconsin. Ameritas Advisory Services, LLC is a registered investment company that has its headquarters in Lincoln, NE. The firm has offices in 248 locations and a total of 592 advisors. It administers $9 billion in assets between its 35,218 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 38 charities and foundations. Of its 35,218 accounts, just 2% belong to high-net-worth clients who have more than $1 million in investable assets. The firm offers a number 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. Fees for financial advisory services typically vary depending on the type of financial services offered. Fee types charged by Ameritas Advisory Services, LLC can include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Amanda Ross Work History
Amanda has been registered as a financial advisor for 1 years.*
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
*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 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
Folsom, CA
San Jose, CA
Appleton, WI
Los Angeles, CA
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.
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