CH
CH

Curtis Harrington

25 Years of Experience
Omaha, NE
1 DisclosureBrokerSells Insurance

Curtis Harrington is a registered investment advisor at Ameritas Advisory Services, LLC, based in Omaha, NE, with 25 years of industry experience. Curtis 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
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
—
Loading...

Location

11128 O St, Omaha, NE, 68137

Get directions

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.
Regulatory
July 2008
Final
Other Business ActivitiesSells Insurance

Curtis is a licensed insurance agent selling life insurance since 2001 through Central Financial Services. This activity, which is investment-related and conducted at the same branch, takes about a quarter of his time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
October 2001 - Present · 25 yrs
Previous Registrations
Ameritas Advisory Services
December 2003 - November 2021 · 17 yrs 11 mos
National Planning CorporationBroker
March 2000 - December 2000 · 9 mos
State Registrations26 states
ALARAZCACOFLIAIDILINKSKYMDMOMSMTNDNENVNYOKPASDTXVAWA
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.
More Advisors
Curtis Harrington - Financial Advisor | TrueAdvisor