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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-11-01
  • NE RA
    APPROVED
    Since 2021-11-01

Branch Locations

5900 O St, Lincoln, NE 68510 • United States

Lincoln, NE • 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 Corp Lincoln NE 02/2007 Present
Ameritas Life Insurance Corp Lincoln NE 02/2007 Present
Ameritas Financial Center Lincoln NE 04/2007 Present
Summit Insurance Group Omaha NE 05/2018 12/2020
Central Financial Services Lincoln NE 01/2019 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 02/2007 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 02/2007 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 04/2007 → Present
    Ameritas Financial Center
    Lincoln, NE
  • 05/2018 → 12/2020
    Summit Insurance Group
    Omaha, NE
  • 01/2019 → Present
    Central Financial Services
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * AMERITAS FINANCIAL CENTER; SAME AS BRANCH; INV REL; FIXED INSURANCE PRODUCTS INCLUDING WHOLE LIFE, UNIVERSAL LIFE, INDEXED LIFE, FIXED AND INDEXED ANNUITIES, HEALTH INSURANCE, DISABILITY INSURANCE AND LONG TERM CARE; AGENCY MANAGER; START DATE=04/2007; HRS/MO=250; TRADING HRS/MO=120; SUPPORT, GUIDE, TRAIN AND SUPERVISE AGENTS, FACILITATE THE SUBMISSION AND CLEARING OF BUSINESS, RECRUIT, TRAIN AND SUPERVISE NEW AGENTS, WHEN APPLICABLE AND AVAILABLE, SERVICE EXISTING CLIENTS AND WRITE NEW BUSIENSS WITH EXISTING OR NEW CLIENTS * Summit Insurance Group; same as Omaha branch; non-inv rel; property & casualty insurance; Owner; start date=05/2018; END DATE = 12/2020; hrs/mo=0; trading hrs/mo=; I will recommend that people consider contacting Todd Adams to obtain quotes for property & casualty insurance * Central Financial Services; same as branch; inv rel; general and comprehensive financial advising utilizing Ameritas and other companies for fixed business such as life, disability, long term care and health insurance; Executive Vice President; start date=01/2019; hrs/mo=200; trading hrs/mo=200; Central Financial Services is a dba which is part of Ameritas Financial Center

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-29
S63 Uniform Securities Agent State Law Examination 2007-03-08
  • S65 Uniform Investment Adviser Law Examination
    2011-12-29
  • S63 Uniform Securities Agent State Law Examination
    2007-03-08
Other Names
  • Bob Swanson

View on SEC IAPD

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