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Ameritas Advisory Services, LLC CRD 317245
$13.7B regulatory AUM 1,086 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-11-01 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 06/2006 | Present |
| Olympus Financial Advisors | Burnsville | MN | 01/2005 | Present |
| Independent School District 191 | Burnsville | MN | 11/2015 | 11/2017 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * OLYMPUS FINANCIAL ADVISORS; SAME AS BRANCH; INV REL; INDEPENDENT FINANCIAL ADVISORS THAT USE AIC AS OUR BROKER/DEALER; FINANCIAL ADVISOR; START DATE=01/2005; HRS/MO=55; TRADING HRS/MO=35; IAR * VOCALIST; SAME AS BRANCH; NON-INV REL; VOCALIST; VOCALIST; START DATE=01/1980; HRS/MO=1; TRADING HRS/MO=1; SING FOR FUNERALS * PIPAC; same as branch; non-inv rel; offer AARP Medicare Advantage and Supplemental plans; Agent; start date=12/2018; hrs/mo=1; trading hrs/mo=0; offer AARP Medicare Advantage and Supplemental Insurance as an option tho those who are losing their Medicare Cost insurance plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-20 |
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