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ETF Holdings

There is no ETF holding data from this firm to display at this time.



Last updated on Jan. 18, 2020
    • $5.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 22K
    • $233.9K
      Estimated Average Account Balance


Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.


Current Advisors

# of advisors


name start date
Paul Louis Schneider
December 2008
Craig M. Stanley, CPA QPFC
June 2007
Timothy Walla, CFP®
November 2000
Joseph Salvatore Pantozzi
June 2006
Jeffrey Charles Graves
June 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Ameritas Investment Partners, Inc. IAR $18,210,241,873
    Ameritas Life Insurance Corp of New York -- --
    Ameritas Life Insurance Corp. -- --



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kurt Joseph Shallow President December, 2019 less than 5%
      Ryan Charles Beasley Chairman December, 2019 less than 5%
      Heather Jill Jansen Sr Vice President Operations September, 2019 less than 5%
      William Wallace Lester Director March, 2019 less than 5%
      Gerald Quintin Herbert Vice President Principal Financial Officer October, 2018 less than 5%
      Connie Sue Grosser Vice President - Wealth Management & Investment Services December, 2018 less than 5%
      James Edmond Clements Vice President, Chief Compliance Officer & Risk Management December, 2018 less than 5%
      Brent Frazier Korte Director April, 2017 less than 5%
      Scott Raymond Farmen Aml Compliance Officer July, 2014 less than 5%
      Deidre Dawn Cadwell Vice President - Operations September, 2003 less than 5%
      Maria Elizabeth Sherffius Vice President - Compliance Officer July, 2006 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Performance-Based Fees
        • Other