Kevin Trinidad

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

• 10/2014 → 01/2019
  Mutual Of Omaha Insurance Company
  Oak Brook, IL
• 10/2014 → 01/2019
  Mutual Of Omaha Investor Services
  Oak Brook, IL
• 01/2019 → 10/2020
  Pruco Securities Llc
  Downers Grove, IL
• 01/2019 → 10/2020
  The Prudential Insurance Company Of America
  Downers Grove, IL
• 02/2021 → Present
  Ameritas Life Insurance
  Lincoln, NE
• 02/2021 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 10/2020 → Present
  Wealthpoint360
  Oakbrook Terrace, IL
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2019-02-25 → 2020-10-12
  Pruco Securities, Llc.
  Downers Grove, IL
• 2016-09-17 → 2019-01-31
  Mutual Of Omaha Investor Services, Inc.
  Oakbrook Terrace, IL
  Oak Brook, IL

Other Businesses

WEALTHPOINT360; SAME AS BRANCH; INV REL; INSURANCE BROKER; OWNER; START DATE=10/2020; HRS/MO=40; TRADING HRS/MO=40; INSURANCE BROKER

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-17
• S63 Uniform Securities Agent State Law Examination
  2003-07-29

Other Names

• Kevin Trinidad