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Rachel Diane Matheson

Ameritas Advisory Services, LLC

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About Rachel Diane Matheson

Rachel Matheson is an investment advisor representative associated with Ameritas Advisory Services, LLC and is registered to offer advisory services in California. Rachel has been in the financial services industry since 2020. Rachel has Series 7TO and SIE licenses and is a graduate of Ameritas Investment Company, LLC. Rachel is committed to providing financial guidance and investment management services to clients, including individuals, families, corporations and charitable organizations.

Firm Information

Rachel Matheson 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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Rachel Matheson’s Registration & Firm History

CA

02/03/2025 - Present

Ameritas Advisory Services, LLC (FOLSOM CA)

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Licenses & Designations

BC

Issued 07/02/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/25/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Diane Matheson.
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