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Michael Ernest Canfield

Ameritas Advisory Services, LLC

Derby, KS

CRD 4785363

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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:

Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-11-08
  • KS RA
    APPROVED
    Since 2024-11-08

Branch Locations

Derby, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, Lp San Diego CA 07/2016 05/2019
Credit Union Of America Wichita KS 10/2017 11/2021
Lpl Financial Llc Wichita KS 06/2019 11/2021
Unemployed - Not Registered With A B/D During This Time Derby KS 11/2021 01/2022
First Heartland Capital Inc Lake St Louis MO 02/2022 10/2024
Ameritas Investment Company, Llc Lincoln NE 10/2024 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2024 Present
Cornerstone Financial Partners, Ltd Derby KS 02/2022 Present
  • 07/2016 → 05/2019
    Cuso Financial Services, Lp
    San Diego, CA
  • 10/2017 → 11/2021
    Credit Union Of America
    Wichita, KS
  • 06/2019 → 11/2021
    Wichita, KS
  • 11/2021 → 01/2022
    Unemployed - Not Registered With A B/D During This Time
    Derby, KS
  • 02/2022 → 10/2024
    First Heartland Capital Inc
    Lake St Louis, MO
  • 10/2024 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 11/2024 → Present
    Lincoln, NE
  • 02/2022 → Present
    Cornerstone Financial Partners, Ltd
    Derby, KS
Previous Registrations
  • 2022-02-23 → 2024-10-31
    Derby, KS
  • 2019-06-07 → 2021-11-12
    Wichita, KS
    Wichita, KS
    Pratt, KS
    Goddard, KS
    Fort Mill, SC
    Wichita, KS
    Wichita, KS
    Salina, KS
    Wichita, KS
    Wichita, KS
    Hutchinson, KS
    Great Bend, KS
    Wichita, KS
    Wichita, KS
    Wichita, KS
    Derby, KS
    Wichita, KS
    Wichita, KS
  • 2016-03-15 → 2019-06-04
    Cuso Financial Services, L.P.
    Wichita, KS
    Derby, KS
    Wichita, KS
    Wichita, KS
    Wichita, KS
Other Businesses

CORNERSTONE FINANCIAL PARTNERS, LTD; SAME AS RESIDENCE; INV REL; INSURANCE, DISABILITY, HEALTH PRODUCTS; AGENT; START DATE=02/2022; HRS/MO=160; TRADING HRS/MO=120; PRODUCTS/SERVICES SOLD TO CLIENTS * Real Estate Rental; SAME AS RESIDENCE; NON INV REL; REAL ESTATE RENTAL; OWNER; START DATE=07/2015; HRS/MO=4; TRADING HRS/MO=0; LANDLORD/PROPERTY MANAGER

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-11
  • S66 Uniform Combined State Law Examination
    2016-03-11

View on SEC IAPD

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