Best Investors Account Sign in
Claim This Profile
Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-09-06
  • OH RA
    APPROVED
    Since 2022-09-06

Branch Locations

Toledo, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Fremont OH 09/2007 03/2017
Thrivent Financial For Lutherans Appleton WI 10/2007 03/2017
U.S. Bancorp Investments, Inc. Fremont OH 03/2017 08/2019
Cetera Advisors Denver CO 08/2019 09/2022
Brandon Wealth Management Fremont OH 12/2020 09/2022
Sunni & Dads Live Music Performance Fremont OH 02/2019 12/2020
Ameritas Investment Company, Llc Lincoln NE 09/2022 Present
Ameritas Advisory Services, Llc Lincoln NE 09/2022 Present
Deverna & Co Financial Perrysburg OH 09/2022 Present
Deverna & Co Perrysburg OH 09/2022 Present
Aligned Investment Concepts Toledo OH 07/2024 Present
Welty Insurance Group Fremont OH 11/2024 Present
  • 09/2007 → 03/2017
    Fremont, OH
  • 10/2007 → 03/2017
    Thrivent Financial For Lutherans
    Appleton, WI
  • 03/2017 → 08/2019
    Fremont, OH
  • 08/2019 → 09/2022
    Cetera Advisors
    Denver, CO
  • 12/2020 → 09/2022
    Brandon Wealth Management
    Fremont, OH
  • 02/2019 → 12/2020
    Sunni & Dads Live Music Performance
    Fremont, OH
  • 09/2022 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 09/2022 → Present
    Lincoln, NE
  • 09/2022 → Present
    Deverna & Co Financial
    Perrysburg, OH
  • 09/2022 → Present
    Deverna & Co
    Perrysburg, OH
  • 07/2024 → Present
    Aligned Investment Concepts
    Toledo, OH
  • 11/2024 → Present
    Welty Insurance Group
    Fremont, OH
Previous Registrations
  • 2019-08-21 → 2022-09-08
    Cetera Advisors Llc
    Fremont, OH
    Fremont, OH
    Toledo, OH
  • 2017-03-27 → 2019-08-27
    Port Clinton, OH
    Fremont, OH
    Tiffin, OH
    Oak Harbor, OH
    Fremont, OH
    Shelby, OH
    Lucas, OH
    Bellville, OH
  • 2007-11-09 → 2017-03-28
    Bay City, MI
    Fremont, OH
Other Businesses

DEVERNA & CO FINANCIAL; SAME AS BRANCH; INV REL; INSURANCE/ANNUITY SALES; FINANCIAL CONSULTANT; START DATE=09/2022; HRS/MO=160; TRADING HRS/MO=126; INSURANCE/ANNUITY SALES * dba DEVERNA & CO; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; ASSOCIATE; START DATE=09/2022; HRS/MO=120; TRADING HRS/MO=120; INSURANCE/ANNUITY SALES * dba ALIGNED INVESTMENT CONCEPTS; INV REL; SAME AS BRANCH; MARKETING; OWNER; START DATE=07/2024; HRS/MO=10; TRADING HRS/MO=5; INVESTMENT ACCOUNT MANAGEMENT, RETIREMENT INCOME PLANNING AND LEGACY PLANNING * Welty Insurance Group; 2100 Old Oak Harbor Rd, Fremont OH 43420; inv rel; insurance products and solutions; Agent; start date=11/2024; hrs/mo=10; trading hrs/mo=4; meeting with clients and offering life insurance products and solutions

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-07
  • S66 Uniform Combined State Law Examination
    2007-11-07
Other Names
  • Andy Brandon

View on SEC IAPD

More in Toledo, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor