Will Wittler

Will Wittler Email and Phone Number

Registered Representative @ Ameritas Investment Corp.
Lincoln, NE, US
Will Wittler's Location
Lincoln, Nebraska, United States, United States
About Will Wittler

I advise, educate, develop & implement financial plans & strategies to help clients achieve their short, medium & long-term objectives. Typically my clients are family oriented individuals & couples from age 30-65. My clients are usually active in their community & often small business owners.The most common occupation among my clients are farmers and related-agribusiness. The fastest growing segment is single women over 50.Specialties: Investment selection, Income & Asset Protection, Service that exceeds expectations.

Will Wittler's Current Company Details
Ameritas Investment Corp.

Ameritas Investment Corp.

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Registered Representative
Lincoln, NE, US
Website:
ameritas.com
Employees:
2655
Will Wittler Work Experience Details
  • Ameritas Investment Corp.
    Registered Representative
    Ameritas Investment Corp.
    Lincoln, Ne, Us
  • Insource Financial Advisors
    Financial Advisor
    Insource Financial Advisors Jul 2019 - Present
    Lincoln, Nebraska, Us
  • Ameritas Investment Corp.
    Registered Representative
    Ameritas Investment Corp. Jan 2009 - Present
    Lincoln, Nebraska, Us
    Will Wittler is an Investment Advisor Representative. Securities and investment advisory services offered through Ameritas Investment Corp (AIC), member FINRA, SIPC. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. Securities products are limited to residents of Alabama, Arizona, California, Colorado, Delaware, Florida, Illinois, Indiana, Iowa, Kansas, Michigan, Missouri, Nebraska, Nevada, New York, Oklahoma, Pennsylvania, South Dakota, Texas, Virginia, Washington, Wisconsin & Wyoming.A representative from Ameritas Investment Corp. will contact you to provide requested information.Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
  • Ameritas Investment Corp.
    Financial Advisor
    Ameritas Investment Corp. Jan 2009 - Mar 2015
    Lincoln, Nebraska, Us
    The Ameritas Financial Center is a Nebraska based group of Ameritas representatives who are committed to providing extraordinary service to their clients. There are approximately 15 local agents with each bringing a unique skill set to the organization. This allows the opportunity to brainstorm and discuss individual situations prior to making recommendations to clients. Representatives have anywhere from 1 – 35 years of experience in the financial services industry. The culture of the organization is one of a family – working to help each other deliver innovative & essential financial services to our clients. The culture continuously motivates each other to obtain new designations in our field and levels of excellence in the company and greater industry. My duties include serving as the Investment Specialist for the organization. I help to educate new agents by focusing on confidence, competency & compliance. In addition, I consult with agents on portfolio management, financial plan design/implementation & product application.Additionally, I serve on the Broker/Dealer Task Force for the Ameritas Life Insurance Co and partifipated in the Social Media Pilot Project for AIC.
  • Aic - Retail Group
    Financial Advisor
    Aic - Retail Group Apr 2015 - Jun 2019
    I operated as half of a silo'd team with my Father, Don Wittler with our primary focus of providing financial and wealth planning to individuals, families and the businesses they own and operate, In addition, we provided specialized sales of municipal bonds to both institutional (commercial banks, trust departments and Registered Investment Advisers (RIA) as well as retail clients to support the Capital Markets Group/Investment Bank of Ameritas Investment Corp.
  • Arbor Bank
    Investment Officer
    Arbor Bank Dec 2005 - Jan 2009
    Omaha, Ne, Us
    As an Investment Officer at a community-based bank, I was in charge of restarting the investment division that had been dormant. My duties included portfolio construction and implementation, as well as portfolio reviews with clients. I also served in a high-profile position where I represented the bank in community events to raise the organizational profile. Additionally, I sat on the Bank Lending Committee and was responsible for cross-selling other bank products to existing & potential clients.
  • Cozad State Bank & Trust Co.
    Financial Advisor
    Cozad State Bank & Trust Co. May 1999 - Dec 2005
    I began my career as a Commercial Loan Officer primarily serving production agriculture and agribusiness customers. Shortly before my 2nd anniversary with the bank I founded the CSB Investment Center, a stand-alone division of the bank, and built it from scratch. Subsequently I expanded the division to an additional location in central Nebraska, before relocating back to my hometown. Responsibilities included client review, portfolio construction & management, client attraction & retention for the division & greater bank. Further, I managed marketing, financial reporting, employees & compliance services for the division at all bank locations.

Will Wittler Skills

Portfolio Management Securities Investments Financial Services Retirement Planning Life Insurance Finance Wealth Management Mutual Funds Series 7 Banking Investment Advisory Disability Insurance Strategic Financial Planning Finra Investment Strategies Financial Planners Iras 401k Rollovers Fixed Annuities Financial Advisory 401k Asset Allocation Retirement Financial Planning Insurance Planning

Will Wittler Education Details

  • University Of Nebraska-Lincoln
    University Of Nebraska-Lincoln
    Agribusiness & Agricultural Economics
  • Nemaha Valley High School
    Nemaha Valley High School

Frequently Asked Questions about Will Wittler

What company does Will Wittler work for?

Will Wittler works for Ameritas Investment Corp.

What is Will Wittler's role at the current company?

Will Wittler's current role is Registered Representative.

What is Will Wittler's email address?

Will Wittler's email address is ww****@****ail.com

What is Will Wittler's direct phone number?

Will Wittler's direct phone number is +130832*****

What schools did Will Wittler attend?

Will Wittler attended University Of Nebraska-Lincoln, Nemaha Valley High School.

What are some of Will Wittler's interests?

Will Wittler has interest in Social Services, Children, Urban Atrophy, Education, Red Wine And Cigars, Science And Technology, Husker Football And Volleyball, Health.

What skills is Will Wittler known for?

Will Wittler has skills like Portfolio Management, Securities, Investments, Financial Services, Retirement Planning, Life Insurance, Finance, Wealth Management, Mutual Funds, Series 7, Banking, Investment Advisory.

Who are Will Wittler's colleagues?

Will Wittler's colleagues are Julie Franklin, Aeriona Tiller, Ted Henderson, Mary Mckeever, Jasmine Joy, Brylie Anderson, Nancy Hinojosa.

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