Unclaimed Profile

John Edward Trecek

AMERITAS INVESTMENT CORP·LINCOLN, Nebraska

AMERITAS INVESTMENT CORP

5900 "O" STREET, LINCOLN, NE 68510CRD# 1429723Firm CRD# 14869

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Edward Trecek · LINCOLN, NE

Registration

CRD #1429723 · AMERITAS INVESTMENT CORP

Brand Profile

Not yet started

Disclosure history

12 disclosures on file · See FINRA BrokerCheck for full record

About

John Edward Trecek is a registered financial advisor based in LINCOLN, Nebraska, affiliated with AMERITAS INVESTMENT CORP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS ADVISORY SERVICES

AUM

$7.8B

Regulatory assets under management

Employees

611

Total firm employees

View all advisors at AMERITAS INVESTMENT COMPANY, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Performance-based fees

Other: SOLICITOR FEES

Regulatory

SEC/IARD CRD# 1429723

Firm CRD# 14869

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Edward Trecek offer?

John Edward Trecek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.

What are John Edward Trecek's credentials?

John Edward Trecek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Edward Trecek located?

John Edward Trecek is based in LINCOLN, Nebraska, working with AMERITAS INVESTMENT CORP. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does John Edward Trecek charge for services?

John Edward Trecek's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERITAS INVESTMENT CORP?

AMERITAS INVESTMENT CORP has approximately 611 employees and manages $7.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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