linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Allen Richert

Ameritas Investment Company, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Allen Richert

David Richert is a financial professional with over 30 years of experience in the financial services industry. David is currently registered with Ameritas Investment Company, LLC in Nebraska. David has held previous positions at various firms including The O.N. Equity Sales Company, 1717 Capital Management Company, Princor Financial Services Corporation, Equity Services, Inc., Transamerica Securities Sales Corporation, Transamerica Financial Resources, Inc., Advantage Capital Corporation, and Waddell & Reed, Inc. David holds the Series 6, Series 63, and SIE licenses.

Firm Information

David Richert is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Richert’s Registration & Firm History

NE

11/07/2016 - Present

Ameritas Investment Company, LLC (LINCOLN NE)

OH

02/05/2002 - 10/07/2016

THE O.N. EQUITY SALES COMPANY (Blue Ash OH)

DE

07/02/1999 - 01/31/2002

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

IA

08/08/1997 - 06/15/1999

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

VT

09/29/1989 - 08/05/1997

EQUITY SERVICES, INC. (MONTPELIER VT)

CA

01/16/1989 - 12/31/1989

TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)

CA

12/16/1988 - 12/31/1989

TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)

NA

11/17/1988 - 12/23/1988

ADVANTAGE CAPITAL CORPORATION

NA

06/12/1986 - 03/23/1988

WADDELL & REED, INC.

Not sure if David Allen Richert is right for you?

Licenses & Designations

BC

Issued 04/30/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Allen Richert.
Not sure if David Allen Richert is right for you?