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Darin Dauel

30 Years of Experience
Lincoln, NE
Broker

Darin Dauel is a registered investment advisor at Ameritas Advisory Services, LLC, based in Lincoln, NE, with 30 years of industry experience. Darin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:None

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.
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Location

5900 O St, Lincoln, NE, 68510

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameritas Advisory Services, LLC
September 2022 - Present · 3 yrs 8 mos
Ameritas Investment Company, LLC
September 2013 - Present · 12 yrs 8 mos
Ameritas Investment Company, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Allstate Distributors, L.L.C.Broker
September 2011 - August 2013 · 1 yr 11 mos
Alfs, INC.Broker
January 2003 - September 2011 · 8 yrs 8 mos
Afd, INC.Broker
May 2002 - December 2002 · 7 mos
Allstate Financial Services, LLCBroker
August 1998 - June 2002 · 3 yrs 10 mos
Lincoln Benefit Financial Services, INC.Broker
September 1996 - October 1998 · 2 yrs 1 mo
Waddell & Reed, INC.Broker
October 1995 - August 1996 · 10 mos
State Registrations51 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Darin Dauel - Financial Advisor | TrueAdvisor