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Bryan Stanley Koppel

Ameritas Advisory Services, LLC

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About Bryan Stanley Koppel

Bryan Stanley Koppel is a financial advisor with Ameritas Advisory Services, LLC. Bryan has been working in the financial industry since 2016. Bryan holds a Series 7, Series 63, and Series 65 license. Bryan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Bryan is also an associate financial planner with Canvas Financial and is a financial services associate with Boom Planning.

Firm Information

Bryan Koppel is currently registered with Ameritas Advisory Services, LLC. Ameritas Advisory Services, LLC is an investment advisor headquartered in Lincoln, Nebraska. They provide a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and retirement plans. The firm has over 10 billion dollars in regulatory assets under management and serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations.
Ameritas Advisory Services, LLC

5900 O STREET

LINCOLN, NE 68510

$10.29B

Assets Under Management

1,054

Total Clients

507

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Bryan Koppel’s Registration & Firm History

TN

11/01/2021 - Present

Ameritas Advisory Services, LLC (HERMITAGE TN)

CA

09/02/2016 - 07/10/2017

PAULSON INVESTMENT COMPANY LLC (Walnut Creek CA)

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Licenses & Designations

IA

Issued 02/22/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/31/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan Stanley Koppel.
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