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Tina Jean Udell

AMERITAS INVESTMENT PARTNERS, INC.·LINCOLN, Nebraska
SIE, Series 7, Series 65Clean record26 years registeredAMERITAS INVESTMENT PARTNERS, INC.
5945 R STREET, LINCOLN, NE 68505-3402CRD# 3093422Firm CRD# 109381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tina Jean Udell · LINCOLN, NE
Registration
CRD #3093422 · AMERITAS INVESTMENT PARTNERS, INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

AMERITAS INVESTMENT PARTNERS, INC.
Nov 1999 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Registration record
First registered · November 12, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERITAS INVESTMENT PARTNERS, INC.
CRD 109381 · SEC 801-55150
AUM
$24.9B
Regulatory assets under management
Employees
50
1,982 client accounts
Services offered by AMERITAS INVESTMENT PARTNERS, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at AMERITAS INVESTMENT PARTNERS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Tina Jean Udell offer?
Tina Jean Udell specializes in Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.
What are Tina Jean Udell's credentials?
Tina Jean Udell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tina Jean Udell located?
Tina Jean Udell is based in LINCOLN, Nebraska, working with AMERITAS INVESTMENT PARTNERS, INC.. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Tina Jean Udell charge for services?
Tina Jean Udell's firm is compensated through percentage of aum, subscription fees, other: various mortgage loan, bridge loan and real estate fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERITAS INVESTMENT PARTNERS, INC.?
AMERITAS INVESTMENT PARTNERS, INC. has approximately 50 employees and manages $24.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERITAS INVESTMENT PARTNERS, INC.

James Mikus
LINCOLN, NE
William Wallace Lester
LINCOLN, NE

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Research
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