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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-11-01 |
Branch Locations
5900 O St, Lincoln, NE 68510 • United States
Lincoln, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-08 |
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