Wanda Lynn Caffrey
Investment adviser representative at Ameritas Advisory Services, LLC
25 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
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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
25 years in the industry.
- Ameritas Advisory Services, LLCNov 2021 to now
- Insource IncDec 2020 to now
- Insource Financial AdvisorsJun 2019 to now
- Polaris Financial ServicesFeb 2009 to now
- Ameritas Investment CorpDec 2002 to now
- Ameritas Life Insurance Corp.Dec 2002 to now
- Mary KayJun 2001 to now
- InsourceMay 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 2976967
- Firm CRD
- 317245