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Amanda Marie Ross

Ameritas Advisory Services, LLC
15 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Ameritas Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:$5K

Location

Appleton, WI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameritas Investment Company, LLCBroker
December 2022 - Present · 3 yrs 2 mos
Ameritas Advisory Services, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Aegis Financial
November 2021 - November 2022 · 1 yr
Woodbury Financial Services, INC.Broker
April 2021 - October 2021 · 6 mos
Woodbury Financial Services, INC.
April 2021 - October 2021 · 6 mos
Oneamerica Securities, INC.Broker
April 2020 - May 2021 · 1 yr 1 mo
Oneamerica Securities, INC.
April 2020 - May 2021 · 1 yr 1 mo
Packerland Brokerage Services, INC.Broker
December 2017 - March 2020 · 2 yrs 3 mos
Packerland Brokerage Services, INC.
December 2017 - March 2020 · 2 yrs 3 mos
Investment Centers of America, INC.Broker
February 2015 - November 2017 · 2 yrs 9 mos
Investment Centers of America, INC.
February 2015 - November 2017 · 2 yrs 9 mos
Sii Investments, INC.
February 2015 - November 2017 · 2 yrs 9 mos
Sii Investments, INC.Broker
February 2015 - November 2017 · 2 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
April 2013 - February 2015 · 1 yr 10 mos
U.S. Bancorp Investments, INC.
April 2013 - February 2015 · 1 yr 10 mos
Sii Investments, INC.
October 2011 - April 2013 · 1 yr 6 mos
Investment Centers of America, INC.
October 2011 - April 2013 · 1 yr 6 mos
Investment Centers of America, INC.Broker
October 2011 - April 2013 · 1 yr 6 mos
Sii Investments, INC.Broker
March 2011 - April 2013 · 2 yrs 1 mo
Metlife Securities INC.Broker
May 2006 - January 2007 · 8 mos
Metropolitan Life Insurance CompanyBroker
May 2006 - January 2007 · 8 mos
State Registrations2 states
NEWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amanda Marie Ross - Financial Advisor | TrueAdvisor