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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

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

Branch Locations

6355 S 56Th St, Lincoln, NE 68516 • United States

Glenwood, IA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 03/2004 Present
Namaste Retirement Consultants Glenwood IA 10/2011 09/2016
Yocum & Associates, Llc Lincoln NE 10/2004 Present
Central Financial Services/Afc Lincoln NE 01/2005 Present
Yocum Wealth Management Lincoln NE 08/2014 02/2020
Yocum Cattle Company, Llc Lincoln NE 11/2014 11/2018
Ameritas Life Insurance Corp Lincoln NE 01/2015 Present
Yocum & Associates Lincoln NE 11/2005 02/2020
Ameritas Financial Center Lincoln NE 01/2020 Present
The Planning Group Lincoln NE 02/2020 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Envision Wealth Network Lincoln NE 10/2022 Present
Ameritas Wealth Advisors Lincoln NE 10/2022 Present
  • 03/2004 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 10/2011 → 09/2016
    Namaste Retirement Consultants
    Glenwood, IA
  • 10/2004 → Present
    Yocum & Associates, Llc
    Lincoln, NE
  • 01/2005 → Present
    Central Financial Services/Afc
    Lincoln, NE
  • 08/2014 → 02/2020
    Yocum Wealth Management
    Lincoln, NE
  • 11/2014 → 11/2018
    Yocum Cattle Company, Llc
    Lincoln, NE
  • 01/2015 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2005 → 02/2020
    Yocum & Associates
    Lincoln, NE
  • 01/2020 → Present
    Ameritas Financial Center
    Lincoln, NE
  • 02/2020 → Present
    The Planning Group
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
  • 10/2022 → Present
    Envision Wealth Network
    Lincoln, NE
  • 10/2022 → Present
    Ameritas Wealth Advisors
    Lincoln, NE
Previous Registrations
  • 2002-05-22 → 2004-03-23
    Wells Fargo Investments, Llc
    Omaha, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * YOCUM & ASSOCIATES, LLC; SAME AS BRANCH; INV REL; OWNER; BOOKKEEPING FOR ITSELF, SELLS INSURANCE AN ANNUITY PRODUCTS AND PROVIDES AGRICULTURAL CONSULTING, EDUCATION ON FINANCIAL MATTERS; OWNER; START DATE=10/2004; HRS/MO=30; TRADING HRS/MO=20; SELL INSURANCE PRODUCTS, EDUCATING AND CONSULTING ON FINANCIAL MATTERS SUCH AS SOCIAL SECURITY, ESTATE PLANNING AND OTHER FINANCIAL TOPICS * PUSH BUTTON JEANS (SWEET GRASS LTD LLC); SAME AS RESIDENCE; NON-INV REL; DESIGNING WESTERN EQUINE ATTIRE AND JEANS, PRODUCING EQUINE PRODUCTS FOR RESALE PURPOSES; PARTNER; START DATE=05/2010; HRS/MO=1; TRADING HRS/MO=0; COORDINATE WITH DESIGNERS IN OKLAHOMA AND IOWA, WEBSITE DESIGN * CENTRAL FINANCIAL SERVICES/AFC; SAME AS BRANCH; INV REL; AGENCY; AGENT; START DATE=01/2005; HRS/MO=2; TRADING HRS/MO=2; I AM REGISTERED AND LICENSED UNDER THIS ENTITY WITH CREATIVE ONE AND AMERITAS LIFE INSURANCE CORP * BOURNE PURPLE PUBLISHING, LLC; 500 WILLOW AVE, COUNCIL BLUFFS IA 51503; NON-INV REL; WROTE THE BOOKS, "YOUR DEFINING MOMENTS," THE EIEIO FINANCIAL PLANNING METHOD AND THE EIEIO FINANCIAL PLANNING METHOD WORKBOOK, THIS BOOK HAS AN APP PROTOTYPE BEING DEVELOPED, THE PUBLISHING COMPANY IS THE OWNER OF THESE PRODUCTS AND BYPRODUCTS; AUTHOR/PUBLISHER/DISTRIBUTOR; START DATE=09/2014; HRS/MO=25; TRADING HRS/MO=2; AUTHOR, FOUNDER, SPOKESWOMAN FOR THE BOOK, PUBLISHER, MANAGER OF DISTRIBUTION, DEVELOPER OF A FINANCIAL APP * Ameritas Financial Center; same as branch; inv rel; agency; Agent; start date=01/2020; hrs/mo=2; trading hrs/mo=2; I am registered and licensed under this entity with Creative One and Ameritas Life Insurance Corp * The Planning Group; same as branch; inv rel; dba for Yocum & Associates-financial education, insurance and fixed annuities; Consultant/Teacher/Owner; start date=02/2020; hrs/mo=30; trading hrs/mo=20; financial education, sale of insurance and fixed annuities * Envision Wealth Network; inv rel; same as branch; Financial Services; Investment Advisor Rep/Insurance Agent/Registered Rep; start date=10/2022; hrs/mo=30; trading hrs/mo=30; provide financial planning and wealth services * Ameritas Wealth Advisors; inv rel; same as branch; Financial Services; Insurance Agent-IAR-RR; start date=10/2022; hrs/mo=30; trading hrs/mo=20; submitting annuity, insurance and investment applications as a sub review * Farm; 23503 Ellington Ave, Glenwood IA 51534; non-inv rel; agricultural; Owner; start date=01/2026; hrs/mo=32; trading hrs/mo=0; develop the farm-products, land and business lan, manage operations and help harvest and product products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-17
S63 Uniform Securities Agent State Law Examination 2001-10-01
  • S66 Uniform Combined State Law Examination
    2002-05-17
  • S63 Uniform Securities Agent State Law Examination
    2001-10-01
Other Names
  • Darcy Rae Hobelman
  • Darcy Rae Hansen

View on SEC IAPD

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