David Guttery
David Guttery is a registered investment advisor at Ameritas Advisory Services, LLC, based in La Vista, NE, with 34 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
12120 Port Grace Blvd Ste 101, La Vista, NE, 68128
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
David is a licensed independent insurance agent selling fixed insurance products through Keystone Financial Group since 2006, dedicating full-time hours to this. He also owns Keystone Financial Group Properties, LLC, inSOURCE Financial Advisors, and a condominium, spending minimal time on these activities.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
The Ascent Group, LLC
Ameritas Advisory Services
The Advisors Group, INC.Broker
Allmerica Investments, INC.Broker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.