Contact Us
Important notice to our INVESTMENT CLIENTS - If our offices are closed and you need to make an immediate trade, please call Ameritas Investment Corp. directly. AIC's toll-free number is (800) 335-9858. Press Option 1, then Option 2.
| Directions: |
Please click here for written instructions and a map to enter building. |
| By Mail: |
150 S.W. Harrison, Suite 300
Portland, OR 97201
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| By Phone: |
| (503) 352-1300 |
General Information |
(Mark Rosenbaum, Steve Forman, Ashley Cravens) |
| (866) 418-8114 |
Toll-free |
|
| (503) 352-1300 |
Advanced Underwriting |
(Pam Howard) |
| (503) 352-1304 |
Securities and Investments |
(Jana Basden, Lauren Fiala) |
| (503) 352-1305 |
Insurance and Operations |
(Kelly Christopherson) |
| (503) 646-8100 |
Fred M. Rosenbaum |
(Janet Anttila) |
| (503) 352-1001 |
Kim Rosenberg |
|
| (503) 245-3231 |
Holly Worthington |
|
| (503) 534-9898 |
Dick Barksdale |
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| Extensions: |
| If you dialed either 503.352.1300 or 866.418.8114, please use the following extensions to reach the individual you want to contact. |
| Ashley |
154 |
Lauren |
115 |
| Jana |
118 |
Lynn |
111 |
| Janet |
151 |
Mark |
152 |
| Kelly |
153 |
Pam |
117 |
| Kim |
116 |
|
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|
| By Fax: |
| (503) 352-1301 |
General |
| (503) 646-8101 |
Fred Rosenbaum |
| (503) 245-3684 |
Holly Worthington |
| (503) 534-9756 |
Dick Barksdale |
|
| By Email: |
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Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Rosenbaum Financial LLC are not affiliated. Licensed for insurance sales in CA, OR and WA. Licensed for securities sales in OR. This is not intended as an offer of services or a solicitation of sales in any jurisdiction where we are not licensed or the products described are not available. | 
