Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Leroy Holen is a financial advisor with Ameritas Advisory Services, LLC. Bryan is a registered investment advisor and has been in the industry since July 2000. Bryan holds Series 6, 63 and 65 securities licenses. Bryan is licensed in several states including Colorado, Florida, Iowa, Kansas, Missouri, Nebraska, South Dakota, and Texas. Bryan also holds a Series SIE license. Bryan has experience in financial planning, pension consulting, and providing educational seminars. Bryan also provides portfolio management for businesses and individuals. Bryan is a licensed agent for InSource Benefits Group, a financial and insurance services firm located in LaVista, NE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NE
11/09/2023 - Present
Ameritas Advisory Services, LLC (LAVISTA NE)
NE
07/26/2000 - 03/10/2020
PRINCIPAL SECURITIES, INC. (OMAHA NE)
IA
Issued 03/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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