Erika
Osborn

Ameritas Advisory Services, LLC

CRD#6758464
Investment Advisor
in Eagle, WI

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

W.4931 Young Road
Eagle, WI 53119

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

WI Average: $1,978,216,465
Total Number of Employees

545

WI Average: 226
Total Number of Accounts

39,033

WI Average: 7,467
Average Account Size

$263,605

WI Average: $264,928

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

2022 - Present (2 years)

Ameritas Advisory Services, LLC

2022 - Present (2 years)

Ameritas Investment Company, LLC

2016 - Present (8 years)

Williams Financial LLC

2014 - 2017 (3 years)

Abc Financial

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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.

Financial Advisors at Ameritas Advisory Services, LLC

Elizabeth Reilly
Newport, RI
Evan Rump
Perrysburg, OH
Corey Raths
Flagstaff, AZ
Nicholas Smith
Dallas, TX
David Beltz
Carnegie, PA
Michael Arthurs
Folsom, CA
Quinton Storm
Tulsa, OK
Tyler Mainquist
Lincoln, NE

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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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.

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