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Sara Kelley Muckenfuhs

Ameritas Advisory Services, LLC

Cincinnati, OH

CRD 4848624

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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
OH RA APPROVED 2026-06-16
TX RA APPROVED 2026-06-16
  • OH RA
    APPROVED
    Since 2026-06-16
  • TX RA
    APPROVED
    Since 2026-06-16

Branch Locations

Cincinnati, OH • 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
Ameritas Investment Company, Llc Lincoln NE 08/2006 Present
Ameritas Advisory Services, Llc Lincoln NE 06/2026 Present
Ameritas Life Insurance Corp. Lincoln NE 08/2006 Present
  • 08/2006 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 06/2026 → Present
    Ameritas Advisory Services, Llc
    Lincoln, NE
  • 08/2006 → Present
    Ameritas Life Insurance Corp.
    Lincoln, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-10
S63 Uniform Securities Agent State Law Examination 2019-11-14
  • S65 Uniform Investment Adviser Law Examination
    2026-06-10
  • S63 Uniform Securities Agent State Law Examination
    2019-11-14
Other Names
  • Sara Kelley Lockard

View on SEC IAPD

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