Mark Eugene Friese
Investment adviser representative at Ameritas Advisory Services, LLC
33 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Mark Eugene Friese? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Ffa Sports ManagementJan 2024 to now
- Isi Investment ServicesMay 2023 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Canvas FinancialAug 2018 to now
- Ameritas Life Insurance CorpMay 2015 to now
- Friese Financial Advocates, Inc.Sep 2011 to now
- Ameritas Investment CorpFeb 2000 to now
- Richard E Friese Financial Consulting Services, Inc.Sep 1993 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2331825
- Firm CRD
- 317245