Kenneth Broman
Kenneth Broman is a registered investment advisor at Ameritas Advisory Services, LLC, based in Lincoln, NE, with 29 years of industry experience. Kenneth 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
8055 O St Ste S125, Lincoln, NE, 68510
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Regulatory History (1)
Customer Dispute
April 2015Other Business ActivitiesSells Insurance
Kenneth is the owner/president of Financial IQ and a career agent for Central Financial Services, both insurance-related. He also works as an adjunct instructor at the University of Nebraska Lincoln, owns a food truck, is a member of NAIFA Nebraska, owns farmland, and works as an investment advisor for Ameritas Wealth Advisors and Envision Wealth Network.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Securities America Advisors, INC.
Securities America, INC.Broker
Thrivent Investment Management INC.Broker
Ufs Securities, L.L.C.Broker
Ameritas Investment CORP.Broker
Smith Hayes Financial Services CorporationBroker
State Registrations26 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.