Lincoln, NE N Cotner Blvd Office

Verna Curry is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has additional experience with inSource Financial Advisors and Ameritas Life Insurance. Outside of advisory roles, she is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, 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.

Wanda Caffrey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. She has been affiliated with Ameritas-related entities since 2002 and is also the owner of Polaris Financial Services. Additionally, Wanda has been an independent Mary Kay beauty consultant since 2001. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and combines proprietary and third-party resources to support portfolio construction and management.

James Christensen Jr. is a Series 63 licensed financial advisor with Ameritas Advisory Services, LLC, bringing 41 years of industry experience. He has held leadership roles across multiple entities, including serving as CEO of inSOURCERx, a prescription drug savings card company, and president of InSource Benefits Group. His career encompasses extensive work with Ameritas and affiliated firms since the 1980s. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes various managed account programs and collaborates with third-party partners to support portfolio construction and ongoing management.

James Janssen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 17 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also works with Insource Financial Advisors. Outside of his advisory roles, Janssen manages rental property. Ameritas Advisory Services provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, offering a variety of managed account programs and fee-based management solutions.

Melissa Phelan is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. She has four years of industry experience and has worked with Ameritas Advisory Services since 2023, Ameritas Investment Company since 2022, and InSource Financial Advisors since 2020. Prior to her advisory career, she was a homemaker for eight years. 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 life insurance subaccounts, supported by a network of Investment Adviser Representatives and multiple third-party tools and custodial platforms.

David Guttery is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with firms including inSOURCE Financial Advisors, Keystone Financial Group, and Ameritas Life Insurance Corp. Guttery is also the owner of an independent insurance agency focused on fixed insurance products and serves as CEO and General Agent of inSOURCE Financial Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base that includes 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 subaccounts, supported by both discretionary and non-discretionary advisory relationships and multiple custodial platforms.

Bret Klabunde is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He has worked with several related firms including Investment Advisors, Inc., Insource Financial Advisors, and Ameritas Life Insurance Corp. Klabunde is also involved as an owner in Investment Advisors, Inc., offering financial products and services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management for variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.