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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-11 |
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