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Dustin Ray Schlegel

Ameritas Advisory Services, LLC

Waverly, NE

CRD 5444010

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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:

Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-02-23
NE RA APPROVED 2021-11-01
TX RA APPROVED 2021-11-01
  • AL RA
    APPROVED
    Since 2023-02-23
  • NE RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED
    Since 2021-11-01

Branch Locations

Waverly, 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 Life Insurance Corp Lincoln NE 10/2007 04/2018
Ameritas Investment Corp Lincoln NE 10/2007 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 10/2007 → 04/2018
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 10/2007 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

Licensed as an Independent Insurance Agent to sell fixed insurance products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-16
  • S66 Uniform Combined State Law Examination
    2015-07-16
Other Names
  • Dusty Schlegel

View on SEC IAPD

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