Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul William Mattke

Ameritas Advisory Services, LLC

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

About Paul William Mattke

Paul William Mattke is a financial advisor with Ameritas Advisory Services, LLC. Paul William Mattke is a Registered Representative and Investment Advisor Representative. Paul William Mattke has been in the financial services industry since 2018. Paul William Mattke is licensed in Alabama, Florida, Louisiana, Michigan, New Mexico, North Carolina and Texas. Paul William Mattke is also licensed to provide investment advice in Florida and Texas. Paul William Mattke is affiliated with Ameritas Advisory Services, LLC, Ameritas Investment Company, LLC, Ameritas Life Insurance Company, and Freedom Financial Wealth Building Group.

Firm Information

Paul Mattke 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Solicitor fees

Find Your Ideal Financial Advisor

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.

Paul Mattke’s Registration & Firm History

FL

04/27/2023 - Present

Ameritas Advisory Services, LLC (Milton FL)

FL

04/17/2018 - 01/06/2023

FIRST COMMAND BROKERAGE SERVICES, INC. (Pensacola FL)

Not sure if Paul William Mattke is right for you?

Licenses & Designations

BOTH

Issued 09/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul William Mattke.
Not sure if Paul William Mattke is right for you?