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Thomas Geissler

Ameritas Advisory Services, LLC
26 Years of Experience
Toledo, OH
1 DisclosureBroker
View SEC Summary
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Thomas Geissler is a registered investment advisor at Ameritas Advisory Services, LLC, based in Toledo, OH, with 26 years of industry experience. Thomas 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.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

114 S Superior St, Toledo, OH, 43604

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Thomas works as a Client Portfolio Specialist at Premier Planning Group, providing financial planning services. This activity takes more than full-time hours, with 130 hours per month dedicated to trading.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
January 2007 - Present · 19 yrs 9 mos
Previous Registrations
Ameritas Advisory Services
July 2020 - November 2021 · 1 yr 4 mos
Fifth Third Securities, INC.Broker
December 2002 - January 2005 · 2 yrs 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
October 2000 - November 2002 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1999 - November 2002 · 3 yrs 4 mos
Countrywide Investments, INC.Broker
August 1998 - June 1999 · 10 mos
Fidelity Brokerage Services, INC.Broker
January 1998 - August 1998 · 7 mos
State Registrations30 states
AZCACOCTDCFLILINLAMAMDMEMIMOMSNCNHNJNVNYOHORPASCTNTXVAWAWIWV
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.
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