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Susan Kay Wilkinson

AMERITAS ADVISORY SERVICES, LLC·LINCOLN, Nebraska
Unclaimed Profile
5900 O STREET, LINCOLN, NE 68510CRD# 6777344Firm CRD# 317245
01

About

Susan Kay Wilkinson 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AMERITAS ADVISORY SERVICES, LLC
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 6777344
Firm CRD# 317245
10 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Kay Wilkinson offer?
Susan Kay Wilkinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.
What are Susan Kay Wilkinson's credentials?
Susan Kay Wilkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Kay Wilkinson located?
Susan Kay Wilkinson 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 Susan Kay Wilkinson charge for services?
Susan Kay Wilkinson'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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Other advisors in LINCOLN
Michael Dennis Burns — AMERITAS INVESTMENT CORPSusanne Marie Denby — AMERITAS ADVISORY SERVICES, LLCJon Christopher Gross — UNION INVESTMENT ADVISORS, INCMark Edward Portz — UNION INVESTMENT ADVISORS, INCMary Kris Nelson — ALLSTATE FINANCIAL ADVISORS, LLC
Nearby cities in Nebraska
OMAHA (429)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
OMAHA GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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