Avery Stege
Investment adviser representative at Ameritas Advisory Services, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Ameritas Advisory Services, LLCDec 2025 to now
- Ameritas Investment Company, LLCDec 2025 to now
- Ameritas Life Insurance Corp.Nov 2025 to now
- Ameritas Wealth AdvisorsMay 2025 to now
- United Dance CollectiveAug 2023 to now
- Self EmployedAug 2019 to now
- Ameritas Life Insurance CompanyMay 2024 to May 2025
- University of Nebraska Lincoln College of BusinessAug 2023 to Dec 2024
- Nebraska Department of TransportationFeb 2022 to May 2024
- Copple Family YmcaAug 2019 to Dec 2022
- StudentJan 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 8143664
- Firm CRD
- 317245