Brian David Kirk

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

• 10/2009 → 10/2022
  Guardian Life Insurance Co Of America
  Huntington Beach, CA
• 11/2012 → 10/2022
  Ohio National Financial Services
  Cincinnati, OH
• 07/2014 → 10/2022
  The O. N. Equity Sales Company
  Cincinnati, OH
• 07/2000 → Present
  Brian Kirk Life Insurance Sales
  Huntington Beach, CA
• 11/2022 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 11/2022 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 11/2022 → Present
  Ameritas Life Insurance Company
  Lincoln, NE

Previous Registrations

• 2014-07-07 → 2022-11-02
  On Investment Management Co
  Huntington Beach, CA
  Cincinnati, OH
• 2009-07-16 → 2014-07-17
  Park Avenue Securities Llc
  Huntington Beach, CA
  Ventura, CA
  Claremont, CA
  Beaverton, OR
• 2006-04-04 → 2009-06-09
  Northwestern Mutual Investment Services, Llc
  Irvine, CA
  Irvine, CA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * BRIAN KIRK LIFE INSURANCE SALES; SAME AS BRANCH; INV REL; GENERAL AGENCY; GENERAL AGENT; START DATE=07/2000; HRS/MO=50; TRADING HRS/MO=50; LIFE INSURANCE SALES

Exams

• S66 Uniform Combined State Law Examination
  2006-03-17
• S63 Uniform Securities Agent State Law Examination
  1997-10-29