Michael James Booth

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 02/2021
  Securian Financial Services, Inc.
  St. Paul, MN
• 01/2007 → 02/2021
  Minnesota Life Insurance Company
  St. Paul, MN
• 01/2007 → 02/2021
  Heritage Financial Services
  Omaha, NE
• 12/1998 → 01/2020
  Booth & Associates Long Term Care Advisors
  Omaha, NE
• 02/2020 → Present
  Ameritas Life Insurance
  Lincoln, NE
• 03/2021 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 02/2021 → 11/2022
  Ameritas Financial Center
  Omaha, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 11/2022 → Present
  Envision Wealth Network
  Omaha, NE
• 11/2022 → Present
  Ameritas Wealth Advisors
  Omaha, NE

Previous Registrations

• 2016-05-03 → 2021-03-12
  Securian Financial Services, Inc.
  Omaha, NE

Other Businesses

ENVISION WEALTH NETWORK; INV REL; SAME AS BRANCH; INSURANCE PRODUCTS; ADVISOR; START DATE=11/2022; HRS/MO=168; TRADING HRS/MO=168; SALES OF LIFE, HEALTH AND ANNUITY PRODUCTS * AMERITAS WEALTH ADVISORS; INV REL; SAME AS BRANCH; INSURANCE PRODUCTS; ADVISOR; START DATE=11/2022; HRS/MO=168; TRADING HRS/MO=168; SALE OF LIFE, HEALTH AND ANNUITY PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-04-05
• S63 Uniform Securities Agent State Law Examination
  2007-08-24

Other Names

• Mike Booth