Elisa Goebel
Elisa Goebel is a registered investment advisor at Ameritas Advisory Services, LLC, based in Minster, OH, with 15 years of industry experience. Elisa 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
Minster, OH
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Regulatory History (1)
Criminal
March 1982Other Business ActivitiesSells Insurance
Elisa is an agent at DeVerna & Co. since 2021, selling indexed annuities and life insurance, dedicating nearly full-time hours to this. Elisa is also the owner of Pear Tree Financial since 2025, spending full-time hours meeting with clients.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
State Farm Vp Management CORP.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations1 state
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.