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Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Trinity, TX
Ameritas Advisory Services, LLC
Enterprise
Chester Hansen III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameritas in various capacities since 2002, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners to assist with portfolio construction and monitoring.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fees for financial planning and consulting services negotiated or fixed; portfolio advisor program also may charge flat or asset-based fees
$0 - $250,000: Up to 2.30% total Advisory Fee (including program and IAR fee depending on program) $250,001 - $500,000: Up to 2.10% total Advisory Fee $500,001 - $750,000: Up to ~1.85% total Advisory Fee $750,001 - $1,000,000: Up to ~1.55% total Advisory Fee $1,000,001 - $3,000,000: Between 1.00% to 1.30% depending on program $3,000,001 - $5,000,000: Between 0.75% to 1.00% depending on program $5,000,001+: Between negotiable and 0.75% program fee plus IAR fee
Commission-based variable insurance products sold by IARs registered with affiliated broker dealer AIC; commissions received create conflicts of interest
Hourly financial planning and consulting fees up to $500 per hour
Account minimum: Varies by program, see detailed tiers below Minimum fee: Various minimum fees e.g., $40 minimum annual fee in some programs, $50 minimum annual program fee billed monthly prorata, $350 minimum program fee for Ameritas Wealth Platform Fee-only: Financial planning and consulting charged as hourly (up to $500/hour) or flat fees, negotiated or fixed fee schedules; may be one-time or ongoing fees
Trinity, TX
Trinity TX
Advisors at this office
1
Texas
27 years of industry experience
Ameritas Advisory Services, LLC
2021 - Present • 5 years
Lincoln, NE
Ameritas Life Insurance Corp
2002 - Present • 24 years
Lincoln, NE
Ameritas Investment Corp
2002 - Present • 24 years
Lincoln, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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