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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-15 |
| OH | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 01/2016 | Present |
| Creative Financial Partners | Toledo | OH | 01/2016 | Present |
| Decker Financial Group | Toledo | OH | 01/2016 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
Creative Financial Partners; same as branch; inv rel; fixed insurance and fixed annuities; agent; start date=01/2016; hrs/mo=20; trading hrs/mo=10; prospecting and fact finding for fixed insurance sales * Decker Financial Group; same as branch; inv rel; fixed insurance and fixed annuities; agent; start date=01/2016; hrs/mo=20; trading hrs/mo=10; prospecting and fact finding for fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-11-12 |
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