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Ameritas Investment Company, LLC / Ameritas Advisory Services

Ameritas Investment Company, LLC / Ameritas Advisory Services can help create opportunities to enjoy life at its very best. As your financial institutions, we know you trust your financial professional to present you with prudent strategies and help you navigate through the investment process with products and services of breadth and value. As your broker-dealer and registered investment advisor (RIA), we are here to help you reach your unique financial goals.

Visit our Form CRS and Reg BI investments disclosures page to view our Customer Relationship Summary (CRS) and additional details about the services we provide.

What we offer

Through our network of financial professionals, we offer the following investment opportunities to help individuals and families grow assets and protect what matters most.

Ameritas Investment Company, LLC:

  • Mutual Funds
  • Individual Securities
  • Fixed Income Securities
  • 529 College Savings Plans
  • Variable Insurance Products
  • Alternative Investments
  • Unit Investment Trusts
  • Retirement Plans

Ameritas Advisory Services:

  • Proprietary Managed Account Programs
  • Custom Portfolios
  • Third-Party Asset Management Programs
  • Retirement Plan Consulting
  • Financial Planning
  • Fee-Based Interval Funds
  • Fee-Based Structured Products

More about Ameritas Investment Company, LLC / Ameritas Advisory Services

  • Serving customers from our three primary lines of business — brokerage, investment advisory and municipal finance.
  • Privately owned broker-dealer and investment adviser with a national network of registered representatives and investment adviser representatives.
  • Clears and settles securities transactions through National Financial Services, LLC, which is registered with the SEC and is a member of FINRA and SIPC.
  • Ameritas Advisory Services allows managed accounts to also be custodied at Charles Schwab & Co., Inc., Fidelity Clearing & Custody Solutions® and TD Ameritrade, Inc.
  • Registered with the Securities and Exchange Commission (SEC) and member of the Financial Industry Regulatory Authority (FINRA).
  • Member of Securities Investor Protection Corporation (SIPC).
  • Municipal Securities Rulemaking Board (MSRB) registered.

Check the background of Ameritas Investment Company, LLC on FINRA’s BrokerCheck.