Lincoln, NE 5900 O St logo

Lincoln, NE 5900 O St Office

Team
Updated today
Ameritas Advisory Services, LLC logo

Ameritas Advisory Services, LLC

Enterprise

Firm-wide stats for Ameritas Advisory Services, LLC

Total advisors

551

Across 275 offices

Clients per advisor

53 Typical

Avg AUM per client

$448,118 Typical

HNW client ratio

3% Low

About

Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base that includes individual investors (including high‑net‑worth clients), retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives (IARs). The firm offers a range of managed account programs — wrap and non‑wrap models, third‑party and sub‑advised solutions, and ongoing consulting — and also provides fee‑based management of variable annuity and variable universal life subaccounts.

Advisory relationships are delivered on both discretionary and non‑discretionary bases, with IARs using risk questionnaires, model portfolios and periodic reviews to align allocations with client objectives; the firm’s Investment Committee and third‑party partners (including AIP and Envestnet) support portfolio construction, monitoring and trading. Ameritas integrates multiple custodial and execution platforms (NFS, Schwab, Fidelity) and makes use of third‑party tools such as Pontera for held‑away retirement plan management while applying standard supervisory and disclosure practices to address conflicts.

Distinctive elements include the firm’s affiliation with a municipal securities dealer and municipal advisor under its broker‑dealer affiliate AIC — an affiliation that the brochure cites as the reason the firm does not permit advisory account purchases of municipal securities underwritten by AIC — and its parent/affiliate structure that links the adviser (AAS) with Ameritas Life Insurance Corp. (ALIC) and Ameritas Investment Partners (AIP). The firm also offers a dedicated Adviser Managed Variable Products (AMVP) program that can manage variable product subaccounts on a discretionary basis and discloses specific conflict‑management measures such as share‑class conversions and 12b‑1 rebate practices for certain custodial platforms.

Based on Ameritas Advisory Services, LLC

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Based on Ameritas Advisory Services, LLC

Occupation focus

Founder/Business Owner Retired

Based on Ameritas Advisory Services, LLC

Location

5900 O St

Lincoln NE 68510

Advisors at this office

34

Advisors at this office

user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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

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
user avatar

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
user avatar

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
user avatar

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
View complete list of advisors at this office
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