Bradley Jay Frane

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 04/2021
  American United Life
  Maple Grove, MN
• 08/2014 → 04/2021
  Oneamerica Securities
  Maple Grove, MN
• 04/2021 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 04/2021 → Present
  Ameritas Life Insurance Company
  Lincoln, NE
• 01/2014 → Present
  Midwest Secure Retirement
  St. Louis Park, MN
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 04/2013 → Present
  Dba Midwest Secure Retirement Llc
  St. Louis Park, MN

Previous Registrations

• 2014-10-14 → 2020-12-31
  Oneamerica Securities, Inc.
  Indianapolis, IN
  Saint Louis Park, MN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

MIDWEST SECURE RETIREMENT; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; PRESIDENT; START DATE=01/2014; HRS/MO=160; TRADING HRS/MO=90; OVERSEE, RECRUIT, SELECT AND TRAIN FINANCIAL ADVISORS * dba MIDWEST SECURE RETIREMENT LLC; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; PRESIDENT; START DATE=04/2013; HRS/MO=160; TRADING HRS/MO=160; RECRUIT, SELECT, TRAIN AND SUPERVISE A TEAM OF AGENT/ADVISORS

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-25
• S63 Uniform Securities Agent State Law Examination
  1991-02-04

Other Names

• Brad Frane