Lincoln, NE S 56th St Office

Team
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Ameritas Advisory Services, LLC logo

Ameritas Advisory Services, LLC

Enterprise

Firm-wide stats for Ameritas Advisory Services, LLC

Total advisors

553

Across 274 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 planning services to a broad mix of clients, including individuals, high‑net‑worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning and consulting, retirement plan advisory, and variable product subaccount management across discretionary and non‑discretionary programs.

Advisers (IARs) build portfolios using a combination of model portfolios (both firm‑developed and third‑party), mutual funds, ETFs, interval funds, and individual securities, and may engage sub‑advisers or customize models for tax or client‑specific restrictions. The firm operates multiple program platforms (for example, model‑based allocation programs and wrap fee platforms), leverages third‑party technology and managers (including Envestnet and a held‑away retirement platform), and maintains operational practices such as converting holdings to lower‑cost mutual fund share classes when available.

A notable characteristic is its corporate structure: Ameritas is part of a mutual holding company that includes an affiliated broker‑dealer, investment affiliate and insurance company, and its affiliate AIC also functions as a municipal securities dealer, municipal adviser and underwriter — an affiliation that is uncommon among large enterprise advisers and that the firm manages by restricting purchase of municipal securities underwritten by the affiliate. The firm’s product set also includes interval funds and private‑credit or real‑estate‑focused interval strategies and held‑away retirement management, features that expand available investment options but introduce additional liquidity, valuation, and conflict‑of‑interest considerations.

Based on Ameritas Advisory Services, LLC

Expertise

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy

Based on Ameritas Advisory Services, LLC

Occupation focus

Founder/Business Owner Retired

Based on Ameritas Advisory Services, LLC

Demographic focus

Mid-Career Professionals

Based on Ameritas Advisory Services, LLC

Location

6355 S 56th St

Lincoln NE 68516

Advisors at this office

12

Advisors at this office

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Nathan M

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Nathan Moore is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes positions with Ameritas Wealth Advisors, Farm Bureau Financial Services, and Investment Advisors, Inc. He is also affiliated with EnVision Wealth Network. 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 employs a range of investment strategies using model portfolios, mutual funds, ETFs, and individual securities, and offers services across discretionary and non-discretionary platforms.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Justin E

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Justin Ellenbecker is an investment advisor representative with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has held roles with Ameritas Investment Corp, Central Financial Services, Ameritas Wealth Advisors, and Envision Wealth Network. He also serves as a notary public. 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 employs various program platforms and utilizes both firm-developed and third-party model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Cory B

Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Cory Boyer is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Lincoln, NE, and has 14 years of industry experience. His work history includes roles at Ameritas Wealth Advisors and Ameritas Investment Corp. Outside of financial advising, he owns and operates a Thai restaurant and manages an online collectible card resale business. 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 employs a variety of investment strategies and platforms, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and an affiliated corporate structure that includes a broker-dealer and insurance company.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Antonio O

Series 63

Lincoln, NE

Ameritas Advisory Services, LLC

Antonio Ojeda is a financial advisor with Ameritas Advisory Services, LLC in Lincoln, NE, holding a Series 63 designation and 31 years of industry experience. He has worked with Ameritas in various capacities since 1994 and is also the owner of Tony Ojeda Financial Center, which provides financial planning, professional development, and productivity training. Additionally, he operates Made2Thrive, a coaching and workshop service for business leaders. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while maintaining operational practices designed to optimize cost and expand investment options.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Suzanne S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Suzanne Showers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials. She began her career in financial services in 2026 and has a background that includes roles in education at Concordia University and public schools. Showers also serves as a program director at Concordia University Nebraska. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management solutions through multiple program platforms, utilizing both firm-developed and third-party model portfolios along with a broad product set.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Lindsay S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Lindsay Smith is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple Ameritas entities as well as Poulosky & Associates and Integrity Center/Tony Ojeda Financial Center Inc. Prior to her advisory career, she worked at Chick-fil-A for five years. 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 solutions including asset management, financial planning, retirement plan advisory, and utilizes multiple program platforms with access to various investment products and sub-advisers.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Corey P

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Corey Poulosky is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has held leadership roles in multiple insurance and wealth management firms, including Poulosky And Associates, Inc. and Midwest Resource Group. Poulosky is involved in managing several insurance and financial services operations and is a partner in a company providing insurance licensing education. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm combines model portfolios, individual securities, and third-party managers across multiple program platforms, with a product range that includes interval funds and private-credit strategies.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Avery S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Avery Stege is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials. Avery has been with Ameritas and its affiliated companies since 2024, including experience at Ameritas Life Insurance Company and Ameritas Wealth Advisors. Outside of financial services, Avery is a dance instructor with the United Dance Collective. 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 employs a range of portfolio construction methods, including model portfolios and individual securities, and offers multiple program platforms supported by third-party technology and managers.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Matthew S

Series 63, Series 65

Lincoln, NE

Ameritas Advisory Services, LLC

Matthew Schommer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Ameritas Investment Company, Probity-Pay, Ameritas Life Insurance Corp., and Mutual of Omaha. Outside of advising, he is involved in event sales and management through a sole proprietorship and works with credit card processing systems at Probity-Pay. 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 portfolio management services across multiple platforms, leveraging firm-developed and third-party models, mutual funds, ETFs, and individual securities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Peggy B

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Peggy Beckenhauer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and offering 22 years of industry experience. Her career includes roles at Edward Jones, Ameritas Life Insurance, and Insource Financial Advisors. She is also involved with Envision Wealth Network. 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 solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology providers.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Darcy Y

Series 63, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Darcy Yocum is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has held roles at various Ameritas entities since 2004 and previously worked at Wells Fargo Investments. Outside of his advisory work, Yocum is an author and publisher of financial planning books and manages related educational materials and app development; he is also involved in designing western equine attire through a separate partnership. 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 asset management, financial planning, retirement plan advisory, and variable product subaccount management across multiple program platforms and utilizes a range of investment options including model portfolios, mutual funds, ETFs, and individual securities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Tyler M

CFP®, ChFC®, Series 66

Lincoln, NE

Ameritas Advisory Services, LLC

Tyler Mainquist is a CFP® and ChFC® with 19 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and Envision Wealth Network, and has worked previously at Thrivent Investment Management and UBS Financial Services. In addition to his advisory roles, he is licensed to consult and sell fixed insurance and annuity products through multiple full-service insurance brokerages. 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 solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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