Ameritas Investment is an investment advisor in Lincoln with $7.77 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Ameritas Investment Corp
SEC CIK
IRS number
470663374
SEC advisor number
801-
FINRA CRD number
14869
AUM ?
$7.77 bn
(as of 28 Oct 21)
Accounts
27,982
(as of 28 Oct 21)
Employees
611
(517 investment advisory or research)
Address
Ameritas Investment
5900 O ST
LINCOLN
NE 68510
5900 O ST
LINCOLN
NE 68510
Office hours
Monday - Friday, 8:00 - 5:00 PM
Phone
4024671122
Brochures
- Adv Part 2A Brochure (16 Sep 21)
- Part 2A Appendix 1 of Form Adv - Constellation Wrap Fee Program Brochure (16 Sep 21)
- Ameritas Investment Strategies Wrap Fee Program Brochure (16 Sep 21)
- Part 2A Appendix 1 of Form Adv - Managed Account Solutions Program Brochure (16 Sep 21)
- Adv Part 2A Appendix 1 of Form Adv-galaxy II Wrap Fee Brochure (16 Sep 21)
- Part 2A Appendix 1 of Form Adv - Galaxy Wrap Fee Program Brochure (16 Sep 21)
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sherffius, Maria Elizabeth | Second Vice President - Compliance Officer | 07/2006 | < 5% |
Ameritas Mutual Holding Company | Owner | 01/1999 | > 75% |
Ameritas Holding Company | Owner | 01/1999 | > 75% |
Grosser, Connie Sue | Vice President - Wealth Management & Investment Services | 12/2018 | < 5% |
Ameritas Life Insurance Corp. | Beneficial Owner | 10/2006 | > 75% |
Beasley, Ryan Charles | Member Board of Directors | 12/2019 | < 5% |
Korte, Brent Frazier | Member Board of Directors | 04/2017 | < 5% |
Nagengast, Heather Jill | President | 08/2021 | < 5% |
Neighbors, Christine Miller | Corporate Secretary | 12/2019 | < 5% |
Wilkinson, Susan Kay | Member Board of Directors | 09/2020 | < 5% |
Kinsella, Matthew John | Vice President & Chief Compliance Officer | 10/2020 | < 5% |
Herbert, Gerald Quintin | Financial and Operations Principal | 10/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
18 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
13F-HR
Quarterly holdings report by institutional manager
15 May 20
13F-HR
Quarterly holdings report by institutional manager
18 Feb 20
13F-HR
Quarterly holdings report by institutional manager
14 Nov 19
13F-HR
Quarterly holdings report by institutional manager
7 Aug 19