Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
15 years
Location
Howells, NE 68641
Ameritas Advisory Services, LLC
Enterprise
Daniel Martin is a financial advisor at Ameritas Advisory Services, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked in various roles at Ameritas and his own firm, Dan Martin Financial Services, since 2011. Outside of advising, he is involved in purchasing tax liens through Thunder-9. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services using a variety of model portfolios, mutual funds, ETFs, and individual securities, and leverages multiple program platforms and third-party managers.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fee financial planning and consulting; specific amounts negotiated per client
$0 - $250,000: Up to 2.35% (inclusive of program and IAR fees depending on program) $250,001 - $500,000: Up to 2.10% $500,001 - $750,000: Up to 1.85% $750,001 - $1,000,000: Up to 1.60% $1,000,001 - $3,000,000: Up to 1.30% - 1.35% (program dependent) $3,000,001 - $5,000,000: Approximately 1.05% $5,000,001+: Between 0.80% and negotiable depending on program
Commission-based variable insurance products sold through affiliated broker-dealer AIC
Hourly financial planning fees up to $500/hour
Account minimum: Varies by program; see detailed program minimums below Minimum fee: Minimum fees for some programs, e.g., $50 annual minimum fee in AIS and AMR programs, $40 minimum account fee if under $70,000 in AMR and AMS programs Fee-only: Hourly rates up to $500 per hour and flat fees for financial planning and consulting; paid as agreed with client
Howells, NE
114 N 3rd St
Howells NE 68641
Advisors at this office
1
Nebraska
15 years of industry experience
Ameritas Advisory Services, LLC
2021 - Present • 5 years
Lincoln, NE
Dan Martin Financial Services
2014 - Present • 12 years
Howells, NE
Ameritas Financial Center
2013 - Present • 13 years
Lincoln, NE
Ameritas Investment Company, LLC
2011 - Present • 15 years
Lincoln, NE
Ameritas Life Insurance
2011 - Present • 15 years
Lincoln, NE
VO Enterprises LLC
2011 - Present • 15 years
Beemer, NE
Thunder-9
2010 - Present • 16 years
Elgin, 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.
Series 65
Howells, NE
Your Everyday ROI
Brian Jones is the principal of Your Everyday ROI, an independent advisory firm. He holds a Series 65 credential and has recently started his career in financial advising after a long tenure with Howells-Dodge Consolidated Schools, where he has worked since 2007. Your Everyday ROI offers discretionary investment management and financial planning services for individuals and employer plan sponsors. The firm’s investment approach is primarily passive, focusing on index mutual funds and ETFs guided by Modern Portfolio Theory, with financial planning delivered through ongoing or project-based engagements.
Series 63, Series 66
Clarkson, NE
Empower Advisory Group
Bradley Bunner is an advisor at Empower Advisory Group with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company before joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing, serving a large participant base with a high client-to-advisor workload.
Series 63, Series 65
Leigh, NE
OSAIC
Megan Voelker is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, First Nebraska Bank, and Securities America. Outside of her advisory role, Megan is involved in several non-investment activities, including serving on the board of The Good Life Stock Dog Series, co-owning a stockdog photography business, and breeding and training working Border Collies through her own enterprise. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to build portfolios and supports both discretionary and non-discretionary account management.
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