Erika
Osborn
Ameritas Advisory Services, LLC
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About this Advisor
Erika Osborn is a financial advisor based in Eagle, Wisconsin, working with Ameritas Advisory Services, LLC. Erika has previously held positions at Williams Financial LLC, Abc Financial, Ameritas Advisory Services, LLC, and Ameritas Investment Company, LLC. Erika has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Erika is part of Ameritas Advisory Services, LLC, which operates out of Eagle, 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
Erika Osborn Work History
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Williams Financial LLC
Abc Financial
Disclosures
Please visit the SEC profile of Erika Osborn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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