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Cory Boyer

Ameritas Advisory Services, LLC
14 Years of Experience
Lincoln, NE
8 DisclosuresBrokerSells Insurance
View SEC Summary
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Cory Boyer is a registered investment advisor at Ameritas Advisory Services, LLC, based in Lincoln, NE, with 14 years of industry experience. Cory 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

6355 S 56th St, Lincoln, NE, 68516

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History

Regulatory History (8)
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.
Financial
October 2022
Pending
Financial
September 2022
Pending
Financial
September 2022
Pending
Financial
September 2022
Pending
Financial
August 2022
Pending
Financial
July 2022
Pending
Financial
July 2022
Pending
Financial
June 2022
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Cory buys and resells collectible cards online, owns and operates a Thai restaurant, and works as a driver for DoorDash/UberEats. Cory also works as a securities coordinator and field supervising principal, offering securities, investment advice, and insurance through various carriers and Ameritas Wealth Advisors, dedicating full-time hours to each.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
June 2012 - Present · 14 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
April 2018 - November 2021 · 3 yrs 7 mos
State Registrations12 states
ALARCACOGAIAMANENVOHSDUT
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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