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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-14
KS RA APPROVED 2021-11-01
  • TX RA
    APPROVED
    Since 2023-07-14
  • KS RA
    APPROVED
    Since 2021-11-01

Branch Locations

1400 Terradyne Dr Ste 219, Andover, KS 67002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Company, Llc Lincoln NE 12/2008 Present
Central Financial Services Of Wichita Wichita KS 11/2008 Present
Avacar Financial Andover KS 03/2011 Present
Ameritas Life Insurance Corp Lincoln NE 01/2015 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Ameritas Financial Center Andover KS 01/2020 Present
Envision Wealth Network Andover KS 01/2024 Present
  • 12/2008 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 11/2008 → Present
    Central Financial Services Of Wichita
    Wichita, KS
  • 03/2011 → Present
    Avacar Financial
    Andover, KS
  • 01/2015 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
  • 01/2020 → Present
    Ameritas Financial Center
    Andover, KS
  • 01/2024 → Present
    Envision Wealth Network
    Andover, KS
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * CENTRAL FINANCIAL SERVICES OF WICHITA; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; MANAGER; START DATE=11/2008; HRS/MO=150; TRADING HRS/MO=140; MARKET FINANCIAL SERVICES TO THE PUBLIC * AVACAR FINANCIAL; SAME AS BRANCH; INV REL; GENERAL INSURANCE SALES; AGENT; START DATE=03/2011; HRS/MO=12; TRADING HRS/MO=12; GENERAL SALES * KLENDA AUSTERMAN LAW FIRM; SAME AS BRANCH; NON-INV REL; EXPERT WITNESS ON A LIFE INSURANCE ERRORS & OMMISSIONS CLAIM; EXPERT WITNESS; START DATE=04/2012; HRS/MO=5; TRADING HRS/MO=0; RESEARCH ON THE AGENT'S ROLL AND RESPONSIBILITY TO HIS COMPANY AND THE ERRORS & OMMISSIONS COMPANY, MAY HAVE TO TESTIFY IF IT GOES TO TRIAL * MADDEN AND ORSI LAW FIRM; SAME AS BRANCH; NON-INV REL; EXPERT WITNESS REPORT FOR CASE INVOLVING PROPERTY & CASUALTY CLAIM; EXPERT WITNESS; START DATE=10/2012; HRS/MO=4; TRADING HRS/MO=0; EXPERT WITNESS REPORTS FOR LAW FIRM * Ameritas Financial Center; same as branch; inv rel; financial services; District General Agent; start date=01/2020; hrs/mo=60; trading hrs/mo=10; District General Agent overrides and commissions * Envision Wealth Management; same as branch; inv rel; wealth management; Agent; start date=01/2024; hrs/mo=160; trading hrs/mo=80; marketing products through financial planning

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-12-11
  • S63 Uniform Securities Agent State Law Examination
    1987-12-11
Designations

View on SEC IAPD

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