Amanda Marie Ross

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

• 02/2015 → 11/2017
  Sii Investments
  Appleton, WI
• 12/2017 → 03/2020
  Packerland Brokerage Services
  Green Bay, WI
• 01/2020 → 04/2021
  American United Life
  Appleton, WI
• 04/2020 → 04/2021
  Oneamerica Securities
  Appleton, WI
• 04/2021 → 10/2021
  Woodbury Financial Services Inc
  Appleton, WI
• 10/2021 → 11/2022
  Aegis Financial
  Appleton, WI
• 12/2022 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 12/2022 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2021-11-30 → 2022-11-16
  Aegis Financial
  Oshkosh, WI
  Appleton, WI
• 2021-04-23 → 2021-10-22
  Woodbury Financial Services, Inc.
  Appleton, WI
• 2020-04-02 → 2021-05-05
  Oneamerica Securities, Inc.
  Appleton, WI
  Indianapolis, IN
• 2017-12-19 → 2020-03-30
  Packerland Brokerage Services, Inc.
  Green Bay, WI
• 2015-02-18 → 2017-11-20
  Sii Investments, Inc.
  Appleton, WI
• 2015-02-18 → 2017-11-20
  Investment Centers Of America, Inc.
  Appleton, WI
• 2013-04-22 → 2015-02-20
  U.S. Bancorp Investments, Inc.
  Oshkosh, WI
• 2011-10-25 → 2013-04-17
  Sii Investments, Inc.
  Appleton, WI
• 2011-10-25 → 2013-04-17
  Investment Centers Of America, Inc.
  Appleton, WI

Exams

• S66 Uniform Combined State Law Examination
  2011-10-24

Other Names

• Amanda M Thoma
• Amanda Marie Thoma