Bret J Klabunde
Investment adviser representative at Ameritas Advisory Services, LLC
10 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
10 years in the industry.
- Investment Advisors, Inc.Jan 2024 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Insource Financial AdvisorsMay 2020 to now
- Ameritas Investment Company, LLCAug 2019 to now
- Ameritas Life Insurance Corp.Aug 2019 to now
- InsourceMay 2019 to now
- University of Nebraska LincolnAug 2016 to now
- Yeutter InstituteJan 2019 to May 2019
- Student Support ServiceOct 2018 to May 2019
- Seacrest & KalkowskiNov 2017 to May 2018
- Abes PortablesMay 2017 to May 2019
- Klabunde DeliveryMay 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7124426
- Firm CRD
- 317245