Corey Poulosky
Corey Poulosky is a registered investment advisor at Ameritas Advisory Services, LLC, based in Lincoln, NE, with 31 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
6355 S 56th St, Lincoln, NE, 68516
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Regulatory History (1)
Customer Dispute
August 2007Other Business ActivitiesSells Insurance
Corey is licensed to sell fixed insurance products and is involved in several insurance-related businesses, including Ameritas Wealth Advisors, Poulosky and Associates Inc, Midwest Resource Group, Central Financial Services, The Essential Step, and EnVision Wealth Network. These activities involve managing operations, recruiting, training, and providing financial support, taking up a significant amount of Corey's time.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Walnut Street Securities, INC.Broker
Guardian Investor Services CorporationBroker
Financial Network Investment CorporationBroker
First Lincoln Investments, INC.Broker
State Registrations51 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.