Curtis has a master's degree in counseling and enjoys all aspects of the financial planning process. When not helping clients with what keeps them up at night, Curt enjoys coaching and spending time with his wife and four children.
Ameritas Financial Center, Nebraska provides individuals, families and small businesses comprehensive financial services. We're currently anchored in Lincoln and Omaha; one firm in two distinct locations.
The firm's history dates back over one hundred years, providing service throughout Nebraska and neighboring states. The Lincoln office dates back to November of 1912 while the Omaha office traces back to 1922. The two offices consolidated operations to become one firm in 2002.
General Information |
| Firm Start Year: | 1922 | |
| Insurance License#: | 3365140 |
| Name of Broker/Dealer: | AMERITAS INVESTMENT COMPANY, LLC |
| States Licensed in: | NE IA ND SD |
| Number of Years with Current Firm: | 21 |
| Work Experience: | Curtis has been licensed with Ameritas Investment Company and Ameritas Advisor services since Oct of 2000. He also sells life insurance and disability insurance to help ensure that the financial plan is successful in the event of disability or death. |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning |
Services |
| Investment Types: | Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Offices, Your Home, Your Office, Video Conference, Via Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Disability |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $50,000 |
| Compensation Methods: | Flat Fee, Commissions, Based on Assets |
| Fee % Based on Assets: | 1 |
| Minimum Fee Charged for Managed Accounts: | $40 |
Education |
| MA in Counseling - Counseling | University of Nebraska Omaha
1996-1999 |
Financial Services |
Portfolio ManagementAdvisor Managed Services using primarily etfs. Looking to provide sector diversification and high dividends. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| I cover a large area in Nebraska and Western Iowa |
 |
