Thomas Harry Albers

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

• 06/2006 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 06/1985 → Present
  Total Asset Planning
  Massillon, OH
• 06/2006 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 02/2012 → Present
  Tap Insurance Agency
  Cincinnati, OH
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2003-09-09 → 2006-06-30
  Carillon Investments, Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

*LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *TOTAL ASSET PLANNING; SAME AS BRANCH; INV REL; INSURANCE SALES; PRESIDENT/OWNER; START DATE=06/1985; HRS/MO=10; TRADING HRS/MO=0; SERVICE AND SALES TO CLIENTS OF INSURANCE PRODUCTS; *TAP INSURANCE AGENCY; 11503 DEERFIELD RD, CINCINNATI OH 45242; INV REL; INSURANCE SALES AND GA CONTRACT; PARTNER; START DATE=02/2012; HRS/MO=10; TRADING HRS/MO=0; SALES AND OWNER; *Total Asset Planning Real Estate, LLC; 11503 Deerfield Rd, Cincinnati OH 45242; non-inv rel; owns the real estate our offices are in; Co-Owner; start date=06/2005; hrs/mo=1; trading hrs/mo=0; co-manager of the real estate * Rental Property; 368 Snapdragon Loop, Bradenton FL 34212; non-inv rel; renting my Florida home; Owner; start date=11/2025; hrs/mo=30; trading hrs/mo=0; collect rent monthly

Exams

• S66 Uniform Combined State Law Examination
  2003-08-26
• S63 Uniform Securities Agent State Law Examination
  1993-12-16

Other Names

• Tom Albers