Bret J Klabunde
Investment Adviser Representative at Ameritas Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bret J. Klabunde is an investment adviser representative with Ameritas Advisory Services, LLC in Lincoln, NE, where they have been registered since 2021. They have worked in the securities industry since 2019 and were previously registered with Ameritas Advisory Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Nebraska and Texas.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Nebraska, Texas
- Broker:
27 states and territories
Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New York, Ohio, Oklahoma, Oregon, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- University of Nebraska LincolnAug 2016 – no end date reportedLincoln, NE
- Abes PortablesMay 2017 – May 2019Fort Calhoun, NE
- Student Support ServiceOct 2018 – May 2019Lincoln, NE
- Yeutter InstituteJan 2019 – May 2019Lincoln, NE
- Seacrest & KalkowskiNov 2017 – May 2018Lincoln, NE
- Klabunde DeliveryMay 2016 – Nov 2016Omaha, NE
- InsourceMay 2019 – no end date reportedOmaha, NE
- Ameritas Investment Company, LLCAug 2019 – no end date reportedLincoln, NE
- Ameritas LIFE Insurance Corp.Aug 2019 – no end date reportedLincoln, NE
- Insource Financial AdvisorsMay 2020 – no end date reportedLincoln, NE
- Ameritas Advisory Services, LLCNov 2021 – no end date reportedLincoln, NE
- Investment Advisors, Inc.Jan 2024 – no end date reportedFremont, NE
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ameritas Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $5,000 (waivable)
- First $250,0002.00%
- $250,001 – $500,0001.75%
- $500,001 – $750,0001.50%
- $750,001 – $1,000,0001.25%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 551
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Lincoln, NE
- SEC file number:
- 801-55153
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Ameritas Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bret J Klabunde has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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