Patrick John Forde

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

• 11/2000 → 03/2018
  Envestnet Asset Management, Inc.
  Denver, CO
• 11/2000 → 03/2018
  Portfolio Brokerage Services, Inc.
  Denver, CO
• 12/2018 → 03/2024
  Folio Investments, Inc.
  Mclean, VA
• 03/2018 → 12/2018
  Unemployed
  Denver, CO
• 10/2024 → 11/2025
  Transamerica Captial, Inc.
  Denver, CO
• 03/2024 → 10/2024
  Unemployed
  Denver, CO
• 12/2025 → 03/2026
  Unemployed
  Denver, CO
• 04/2026 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 04/2026 → Present
  Ameritas Advisors Services, Llc
  Lincoln, NE
• 04/2026 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE

Previous Registrations

• 2007-12-11 → 2018-04-16
  Envestnet Pmc
  Berwyn, PA
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-14
• S63 Uniform Securities Agent State Law Examination
  2021-05-06