Vanessa Renee Stimac

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

• 06/2006 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 04/2006 → Present
  Vs Financial Planning
  San Francisco, CA
• 06/2006 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2006-03-13 → 2006-06-30
  Carillon Investments, Inc.
  San Francisco, CA
  San Francisco, CA
• 2001-05-08 → 2006-03-16
  Equitable Advisors, Llc
  San Rafael, CA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *VS FINANCIAL PLANNING; SAME AS BRANCH; INV REL; DBA FOR FINANCIAL PLANNING SERVICES; OWNER; START DATE=04/2006; HRS/MO=80; TRADING HRS/MO=60; ALL RELATED SERVICE TO FINANCIAL PLANNING-BROKERAGE AND PLANNING FEES THROUGH AIC AND OUTSIDE INSURANCE SALES

Exams

• S66 Uniform Combined State Law Examination
  2000-07-17
• S63 Uniform Securities Agent State Law Examination
  1999-06-25