Advisor at Ameritas Advisory Services, LLC
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.
Location
Howells, NE 68641
Credentials
Series 63, Series 66
Industry experience
14 years
Daniel Martin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Ameritas and its affiliated entities since 2011 and operates his own firm, Dan Martin Financial Services, since 2014. Outside of his advisory role, Martin is a licensed independent insurance agent and is involved in purchasing tax liens through a partnership in Thunder-9. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.
Based on Ameritas Advisory Services, LLC
Based on Ameritas Advisory Services, LLC
Flat fees for financial planning and consulting services, typically collected 50% in advance and 50% upon delivery
$0 - $250,000: Up to 2.00% $250,001 - $500,000: Up to 1.75% $500,001 - $750,000: Up to 1.50% $750,001 - $1,000,000: Up to 1.25% $1,000,001 - $3,000,000: Up to 1.00% $3,000,001+: Negotiable or as low as 0.75% depending on program
Commission-based compensation may apply for variable insurance products sold through affiliated broker-dealer AIC
Hourly financial planning fees up to $500/hour
Account minimum: Varies by program; see specific program minimums below Minimum fee: Minimum annual program fees such as $40 or $50 depending on program Fee-only: Financial planning and consulting fees charged as hourly fees up to $500/hour or flat fees; one-time or ongoing basis
114 N 3 Rd St
Howells, NE 68641
Nebraska
Ameritas Advisory Services, LLC
2021 - Present (5 years)
Dan Martin Financial Services
2014 - Present (12 years)
Ameritas Financial Center
2013 - Present (13 years)
Ameritas Investment Company, LLC
2011 - Present (15 years)
Ameritas Life Insurance
2011 - Present (15 years)
VO Enterprises LLC
2011 - Present (15 years)
Thunder-9
2010 - Present (16 years)
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 and sole advisor at Your Everyday ROI in Howells, Nebraska. He holds a Series 65 designation and has been working at Your Everyday ROI since 2025. Prior to his advisory role, he has been employed at Howells-Dodge Consolidated Schools since 2007. Your Everyday ROI offers financial planning services to individuals, including high net worth clients, through subscription arrangements, project-based engagements, and hourly consultations. The firm operates as an advice-only planner without managing client assets or accepting custody, emphasizing passive investment principles and client-directed implementation.
Series 63, Series 65
Leigh, NE
OSAIC
Megan Voelker is a financial advisor at Osaic with 13 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 advising, Megan is involved in nonprofit activities related to stock dog competitions and co-owns a stock dog photography business. She also breeds and trains working Border Collies through her own business. Osaic Wealth, Inc. serves a diverse client base including individuals, pension plans, corporations, and nonprofits, offering a range of advisory and brokerage services. The firm employs a technology-driven investment process and supports thousands of advisors managing approximately $200 billion in assets.
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