Joel Michael Engle

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 09/2015 → Present
  Us Army Career Counselor
  Leavenworth, KS

Other Businesses

US Army Reserve; 2012 Metropolitan Ave, Leavenworth KS 66048; non-inv rel; US Army Reserve; US Army Career Counselor; start date=09/2015; hrs/mo=16; trading hrs/mo=0; provide career counseling to Army Resesrve Soldiers, conduct retention and transition interviews, explain incentives and benefits, determine soldiers re-enlistment or extension eligibility, prepare and process re-enlistments, extension and transition documents, coordinates re-enlistment ceremonies, assists commanders in establishing unit retention programs, identify eligible soldiers to fill vacant positions, coordinate unit sponsorship program, train supported unit personnel

Exams

• S66 Uniform Combined State Law Examination
  2005-01-31