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Michael S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Michael Shoemaker is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. His career includes long-term roles at Ameritas Investment Corp. since 1998 and prior work with Abbott Shoemaker Financial, LLC. Outside of advising, he is involved in investing in vintage cars and lifestyle businesses such as restaurants and bars through a personal investment company. 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 range of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Bobbi W

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Bobbi Wiggins Short is a Series 66 licensed advisor with Ameritas Advisory Services, LLC and has 24 years of industry experience. She has worked with Ameritas Investment Corp since 2001 and previously with Abbott Shoemaker Financial, LLC. Outside of her advisory role, she is involved with the Sesostris Shrine Social Hall, where she assists in fundraising for medical expenses for sick children. 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 insurance subaccounts, supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Joshua R

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Joshua Ruhnke is a financial advisor at Ameritas Advisory Services, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at Ameritas in various capacities since 2007, including roles at Ameritas Life Insurance Corporation and Ameritas Investment Corp. He also spent two years at Principal Financial Services early in his career. 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 range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supporting clients through both discretionary and non-discretionary advisory relationships.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Linda B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Linda Broers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Ameritas Advisory Services since 2019 and has a lengthy tenure with related Ameritas entities dating back to 2012. Prior to her work in financial services, she spent over three decades at Avon Products, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, and supports advisory relationships with risk-based portfolio alignment and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Richard B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Richard Berthold is a financial advisor at Ameritas Advisory Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameritas-affiliated firms since 2001, including Ameritas Investment Corp and McCarthy Holthus, LLP. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account solutions and integrates multiple custodial platforms while supporting advisory relationships through both discretionary and non-discretionary models.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Susan M

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Susan Maly is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. She has 24 years of industry experience, including roles with Ameritas Investment Corp and Ameritas Life Insurance Corp. since 1999. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, using both discretionary and non-discretionary advisory relationships supported by multiple custodial platforms and third-party tools.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Darin D

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Darin Dauel is a financial advisor at Ameritas Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameritas-related firms since 2013. 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 universal life subaccounts, supported by an experienced Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Jeffrey F

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Jeffrey Fern is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2007, as well as a position at Waddell & Reed from 2006 to 2007. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based management of variable annuity and life subaccounts, and employs a combination of discretionary and non-discretionary advisory approaches supported by an Investment Committee and third-party partnerships.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Mark O

Series 63, Series 65, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Mark Oliver is a financial advisor at Ameritas Advisory Services, LLC with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked previously at firms including TIAA, Union Bank & Trust, and TD Ameritrade. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including 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 life insurance subaccounts, with advisory relationships delivered on both discretionary and non-discretionary bases.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Karina R

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Karina Rahn is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with Ameritas in various capacities since 2015 and owns a calligraphy business designing hand-lettered paper goods and event signage. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients, offering a range of managed account programs and fee-based management of variable annuity and universal life subaccounts.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Shay D

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Shay Delaney is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Ameritas, Delaney worked at Edward Jones for three years and has held various roles at insurance and financial firms including Allstate Insurance Company and The Financial Gym. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and leverages multiple custodial platforms and third-party tools to support portfolio construction and management.

Divorce financial planning Retirement income strategy ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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Jeffrey S

Series 63

Lincoln, NE

Ameritas Advisory Services, LLC

Jeffrey Smalley is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 34 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2002. Prior to that, he spent three years with Raymond James Financial Services. 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, fee-based management of variable products, and integrates multiple custodial platforms while employing risk-aligned investment strategies supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Steven H

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Steven Herman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior experience includes roles at SECURITIES AMERICA, Inc., LPL Financial, Wells Fargo Clearing, and UBS Financial Services. He is based in Lincoln, NE. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to assist with portfolio construction and oversight.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Jay J

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Jay Jurrens is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked within the Ameritas organization since 2012, including roles at Ameritas Investment Corp and Ameritas Life Insurance Corp. 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 universal life subaccounts, delivering advisory services on both discretionary and non-discretionary bases supported by a network of Investment Adviser Representatives.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Jacob M

CFP®, ChFC®

Lincoln, NE

Ameritas Advisory Services, LLC

Jacob Messick is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has worked with Ameritas Investment Corp since 2014 and joined Ameritas Advisory Services, LLC in 2024. Outside of his advisory role, he sells used items on eBay. 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.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Shannon B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Shannon Berry is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has worked extensively within the Ameritas family of companies since 2007, including Ameritas Life Insurance Corp and Ameritas Investment Company, LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, utilizing a variety of managed account programs and consulting services.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Jeremy R

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Jeremy Robson is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 66 designation and bringing 24 years of industry experience. He has worked with Ameritas since 2021 and previously spent over two decades with Securities America in various capacities. Outside of his advisory role, Robson is involved in youth sports as a basketball coach for the Millard Basketball Association. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, retirement plans, charities, and corporations. The firm offers multiple managed account programs and fee-based management of variable products, supported by an Investment Committee and partnerships with third-party platforms to align portfolios with client objectives.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Ryan D

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Ryan Draper is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked with Ameritas in various capacities since 2014, including roles at Ameritas Investment Corp and Ameritas Investment Company, with prior experience at Allstate Financial Services and Securities America Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including 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 universal life subaccounts, supported by multiple custodial platforms and third-party tools.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Ryan M

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Ryan Mc Collum is a financial advisor at Ameritas Advisory Services, LLC in Lincoln, NE, holding Series 63 and Series 66 credentials with eight years of industry experience. His work history includes roles at Ameritas, Axos Invest, Wells Fargo Advisors, TD Ameritrade, and Scottrade. In addition to his advisory work, he is a part owner of MRC Precision LLC, a company involved in client services such as painting and sandblasting. 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, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Brayton C

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Brayton Christensen is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameritas Investment Company, LLC and Ameritas Life Insurance Corp. Outside of the financial industry, he worked at Firethorn Golf Club for two years. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including 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 universal life subaccounts, supporting both discretionary and non-discretionary advisory relationships.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Maria L

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Maria Langan is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and with 24 years of industry experience. She has been with Ameritas Investment Corp since 2002 and with Ameritas Advisory Services since 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs, utilizes multiple custodial platforms, and supports portfolio management through an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Scott F

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Scott Farmen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2008, as well as Securities America Advisors, Inc. from 2006 to 2008. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Jacob W

Series 66, Series 63

Lincoln, NE

Ameritas Advisory Services, LLC

Jacob Welch is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 designations and bringing 13 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including 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 a network of Investment Adviser Representatives and affiliated entities.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Tyler S

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Tyler Schubauer is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 10 years of industry experience. His career includes roles at Ameritas Investment Company, Ameritas Life Insurance Corp, and Securities America Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based management of variable annuity and universal life subaccounts, and integrates multiple custodial and execution platforms to support portfolio construction and ongoing client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Truc N

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Truc Nguyen is a financial advisor with Ameritas Advisory Services, LLC based in Lincoln, NE. Holding Series 63 and Series 65 licenses, Nguyen has six years of industry experience, including prior roles at Wells Fargo and GWFS Equities. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing a combination of discretionary and non-discretionary advisory relationships supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Emily M

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Emily Maxwell is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. She has worked with Ameritas entities since 2015, including Ameritas Life Insurance Corp and Ameritas Investment Company, LLC. 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 product subaccounts, supported by comprehensive portfolio construction and monitoring through internal and third-party resources.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Aaron R

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Aaron Roberts is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Cetera Advisor Networks and Securities America Inc. Outside of finance, Roberts owns and operates Great Tux, a business offering tuxedo rentals, DJ services, and wedding officiant services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and utilizes multiple custodial platforms and third-party tools to support portfolio construction and account management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Jamison J

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Jamison Jones is a financial advisor with Ameritas Advisory Services, LLC based in Lincoln, NE. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Securities America Inc, and Ameritas Life Insurance Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial platforms, supported by an investment committee and third-party partners to assist in portfolio construction and management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Theresa O

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Theresa Ochs is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Lincoln, NE. She has 26 years of industry experience and has worked at several firms, including Validus Growth Investors, Lucia Wealth Services, and Raymond J. Lucia Companies. Outside of her advisory work, she is involved in leasing farm and pasture land to local farmers and ranchers. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity subaccounts, supported by an Investment Committee and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Matthew K

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Matthew Kinsella is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes tenures at Securities America Advisors, Inc. and Ameritas Investment Company, LLC. 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, delivering advisory services through both discretionary and non-discretionary relationships supported by in-house and third-party resources.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Robert S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Robert Swanson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked extensively within Ameritas and its affiliated entities since 2007 and has held roles including Executive Vice President at Central Financial Services. Swanson is also a licensed independent insurance agent, supporting and supervising other agents while working with 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 range of managed account programs and fee-based management of variable annuity and universal life subaccounts, with advisory services delivered on both discretionary and non-discretionary bases.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Marcus W

Series 65, Series 63

Lincoln, NE

Ameritas Advisory Services, LLC

Marcus Wernke is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. His work history includes roles at Ameritas Investment Corp and Ameritas Life Insurance Corp since 2015, as well as prior experience with Midwest Medical Transport Company and United Parcel Service. 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 range of managed account programs and supports portfolio construction and management through a combination of internal resources and third-party partners.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Gary P

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Gary Pettitt is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Ameritas Investment Corp, Mutual of Omaha Investor Services, and Market Force, where he also participates in a national secret shopper program. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and a comprehensive supervisory framework.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Julie S

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Julie Schadt is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. She holds a Series 66 designation and has been with Ameritas Investment Corp since 2000, joining Ameritas Advisory Services in 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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