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Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-11-01
  • NE RA
    APPROVED
    Since 2021-11-01

Branch Locations

5900 O Street, Lincoln, NE 68510 • United States

Fremont, NE • 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 Corp Lincoln NE 04/2012 Present
Market Force Fremont NE 02/2014 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 04/2012 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 02/2014 → Present
    Market Force
    Fremont, NE
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
Other Businesses

MARKET FORCE; SAME AS RESIDENCE; NON-INV REL; COMPANY IS A NATIONAL SECRET SHOPPER PROGRAM; SECRET SHOPPER; START DATE=02/2014; HRS/MO=10; TRADING HRS/MO=0; GET A SHOP FEE AND REIMBURSED FOR ANY PURCHASES MADE AFTER I GRADE THE BUSINESS FOR VARIOUS REASONS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-18
S63 Uniform Securities Agent State Law Examination 2002-06-24
  • S65 Uniform Investment Adviser Law Examination
    2008-08-18
  • S63 Uniform Securities Agent State Law Examination
    2002-06-24

View on SEC IAPD

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