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Ryan A McCollum

Ameritas Advisory Services, LLC

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About Ryan A McCollum

Ryan McCollum is a financial advisor with Ameritas Advisory Services, LLC, a firm based in Lincoln, Nebraska. Ryan holds Series 63 and Series 66 licenses, allowing him to advise clients on a variety of investment products. Ryan has a strong track record in the financial industry, having previously worked for Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Ryan's experience includes providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

Firm Information

Ryan McCollum 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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Ryan McCollum’s Registration & Firm History

NE

01/13/2025 - Present

Ameritas Advisory Services, LLC (OMAHA NE)

MO

11/22/2022 - 10/25/2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)

MO

11/01/2018 - 11/22/2022

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

MO

02/26/2018 - 10/26/2018

TD AMERITRADE, INC. (ST. LOUIS MO)

MO

08/30/2017 - 02/26/2018

SCOTTRADE, INC. (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/07/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/29/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BZX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Ryan A McCollum.
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