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Kirk Matthew Tokheim

Ameritas Advisory Services, LLC

Boone, IA

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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-08-25
NE RA APPROVED 2025-08-25
  • IA RA
    APPROVED
    Since 2025-08-25
  • NE RA
    APPROVED
    Since 2025-08-25

Branch Locations

Boone, IA • 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 Life Insurance Corp Lincoln NE 08/2025 Present
Waddell & Reed Inc Overland Park KS 06/2014 04/2021
Kirk Tokheim, Photographer Ottawa KS 08/2016 04/2021
Lincoln-Ottawa-Harrison Fire District Ottawa KS 06/2017 10/2023
Ae Wealth Management, Llc Topeka KS 05/2021 07/2025
Ae Financial Services, Llc Topeka KS 05/2021 07/2025
Ameritas Investment Company, Llc Lincoln NE 08/2025 Present
Ameritas Advisory Services, Llc Lincoln NE 08/2025 Present
  • 08/2025 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 06/2014 → 04/2021
    Waddell & Reed Inc
    Overland Park, KS
  • 08/2016 → 04/2021
    Kirk Tokheim, Photographer
    Ottawa, KS
  • 06/2017 → 10/2023
    Lincoln-Ottawa-Harrison Fire District
    Ottawa, KS
  • 05/2021 → 07/2025
    Ae Wealth Management, Llc
    Topeka, KS
  • 05/2021 → 07/2025
    Ae Financial Services, Llc
    Topeka, KS
  • 08/2025 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 08/2025 → Present
    Ameritas Advisory Services, Llc
    Lincoln, NE
Previous Registrations
  • 2021-05-14 → 2025-07-31
    Ae Wealth Management, Llc
    Topeka, KS
    Boone, IA
  • 2015-12-28 → 2021-05-10
    Waddell & Reed
    Overland Park, KS
Other Businesses

STATION 4 WOODWORKS; SAME AS RESIDENCE; NON INV REL; WOODWORKING; OWNER; START DATE=8/2021; HRS/MO=10; TRADING HRS/MO=0; WOODWORKING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-28
S63 Uniform Securities Agent State Law Examination 1999-09-14
  • S65 Uniform Investment Adviser Law Examination
    2015-12-28
  • S63 Uniform Securities Agent State Law Examination
    1999-09-14

View on SEC IAPD

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