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- Custodian
- Ameritas · Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-13-1998
- Office Locations
- 250
Office Locations
About Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC (Ameritas) provides financial planning and wealth management alongside insurance and employee benefits, serving individuals, families, and business owners. Its investment approach centers on asset allocation and risk management, with portfolios heavily ETF- and mutual fund-based. Lincoln, NE-headquartered with a broad national advisor footprint and custody relationships including Schwab and Fidelity/NFS.
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Owner & Executives
RYAN CHARLES BEASLEY
Board of Directors, Certified Financial Planner
- CRD
- #2943009
- Ownership
- Less than 5%
RICHARD AARON BERTHOLD
VICE PRESIDENT, Vice President Operations
- CRD
- #4433172
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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BRIAN PATRICK ABAD
Financial Advisor
- CRD
- #2923073
Ana M Abraldes
--
- CRD
- #7183498
Showing 2 of 551 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,155,342,007 | $324,314 |
| Non-Discretionary | $6,591,101,618 | $283,659 |
| Total | $13,746,443,625 | $303,460 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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