Back to top



ETF Holdings

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



Last updated on Dec. 21, 2018
    • $4.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 8K
    • $522.0K
      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
Michelle Lee Visconti
October 2006
Thomas Kurt Geissler
January 2007

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Ameritas Investment Partners, Inc. IAR $16,753,018,343
    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
      Brent Frazier Korte Director April, 2017 less than 5%
      James Edmond Clements Second Vice President, Aic Supervision October, 2017 less than 5%
      Cheryl Lynn Heilman President May, 2017 less than 5%
      William Wallace Lester Chairman May, 2015 less than 5%
      Connie Sue Grosser Vice President - Risk & Analytics July, 2006 less than 5%
      Gerald Quintin Herbert Vice President Chief Financial Officer, Financial Operations Principal January, 2017 less than 5%
      Ryan Charles Beasley Director January, 2017 less than 5%
      Scott Raymond Farmen Aml Compliance Officer July, 2014 less than 5%
      Michael Dennis Burns Senior Vice President, Chief Compliance Officer And Risk Management Officer June, 2014 less than 5%
      David Michael Williams Vice President - Associate General Counsel, Assistant Secretary March, 2009 less than 5%
      Robert John Hamilton Sands Corporate Secretary January, 2011 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


        There is no compensation data available to display at this time