Omaha, NE Regency Parkway Dr Office
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Ameritas Advisory Services, LLC
Enterprise
Firm-wide stats for Ameritas Advisory Services, LLC
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
Based on Ameritas Advisory Services, LLC
Location
440 Regency Parkway Dr Ste 147
Omaha NE 68114
Advisors at this office
4
Advisors at this office
Daniel S
Series 63
Omaha, NE
Ameritas Advisory Services, LLC
Daniel Scholz is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 credential and over 42 years of industry experience. He has longstanding ties to Ameritas-affiliated firms, including Ameritas Life Insurance Corp. and Ameritas Investment Corp., and has been involved with Envision Wealth Network since 1975. Scholz 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 various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by multiple custodial platforms and third-party tools.
Michael B
Series 63, Series 65
Omaha, NE
Ameritas Advisory Services, LLC
Michael Booth is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Envision Wealth Network, Ameritas Wealth Advisors, Ameritas Life Insurance, and Securian Financial Services, among others. Booth has also operated Booth & Associates Long Term Care Advisors for over two decades. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs, fee-based management of variable annuity and universal life subaccounts, and integrates multiple custodial platforms supported by an Investment Committee and third-party partners.
Justin H
Series 66
Omaha, NE
Ameritas Advisory Services, LLC
Justin Hochstein is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including EnVision Wealth Network and Nebraska Wealth Planning. In addition to his advisory work, Hochstein manages Hochstein Strategic Legal Planning, where he drafts legal documents for estate and business planning. He also served 12 years in the United States Army. 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 a network of Investment Adviser Representatives and an Investment Committee.
Mark S
CFP®, Series 63, Series 65
Omaha, NE
Ameritas Advisory Services, LLC
Mark Scholz is a CFP® professional with 18 years of experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has worked with Envision Wealth Network and Midwest Resource Group since 2008. Scholz is also licensed as an independent insurance agent and involved in the sales and marketing of various insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations. The firm offers multiple managed account programs and fee-based management of variable annuity and life subaccounts, supporting advisory relationships through both discretionary and non-discretionary models.
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