Unclaimed Profile

Kelly Jay Halverson

AMERITAS ADVISORY SERVICES, LLC·LINCOLN, Nebraska

AMERITAS ADVISORY SERVICES, LLC

5900 O STREET, LINCOLN, NE 68510CRD# 7977580Firm CRD# 317245

Profile Verification

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

Identity

Kelly Jay Halverson · LINCOLN, NE

Registration

CRD #7977580 · AMERITAS ADVISORY SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

10 disclosures on file · See FINRA BrokerCheck for full record

About

Kelly Jay Halverson is a registered financial advisor based in LINCOLN, Nebraska, affiliated with AMERITAS ADVISORY SERVICES, LLC. 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 ADVISORY SERVICES, LLC

AUM

$10.3B

Regulatory assets under management

Employees

545

Total firm employees

View all advisors at AMERITAS ADVISORY SERVICES, 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

Other: SOLICITOR FEES

Regulatory

SEC/IARD CRD# 7977580

Firm CRD# 317245

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelly Jay Halverson offer?

Kelly Jay Halverson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.

What are Kelly Jay Halverson's credentials?

Kelly Jay Halverson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Jay Halverson located?

Kelly Jay Halverson is based in LINCOLN, Nebraska, working with AMERITAS ADVISORY SERVICES, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.

How does Kelly Jay Halverson charge for services?

Kelly Jay Halverson's firm is compensated through percentage of aum, hourly charges, subscription 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 ADVISORY SERVICES, LLC?

AMERITAS ADVISORY SERVICES, LLC has approximately 545 employees and manages $10.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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