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Tiffany Harrison

2 Years of Experience
Kearney, NE
1 DisclosureBrokerSells Insurance

Tiffany Harrison is a registered investment advisor at Ameritas Advisory Services, LLC, based in Kearney, NE, with 2 years of industry experience. Tiffany 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
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Location

2202 Central Ave Ste 8, Kearney, NE, 68847

Get directions

History

Regulatory History (1)
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Financial
April 2019
Final
Other Business ActivitiesSells Insurance

Tiffany works as an office manager at Ameritas Financial Center and Barth Financial, providing investment and insurance advice and products. These activities take about a quarter of her time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
July 2024 - Present · 2 yrs 3 mos
Ameritas Investment Company, LLC
November 2023 - Present · 2 yrs 11 mos
Ameritas Investment Company, LLCBroker
November 2023 - Present · 2 yrs 11 mos
State Registrations2 states
NETX
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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