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Ameritas Advisory Services, LLC CRD 317245
$13.7B regulatory AUM 1,086 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deery Waukee | Waukee | IA | 04/2019 | 08/2020 |
| Unemployed | Norwalk | IA | 08/2020 | 02/2021 |
| Garff Automotive Group | Ankeny | IA | 01/2015 | 09/2018 |
| Unemployed | Norwalk | IA | 10/2018 | 03/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2021 | 05/2022 |
| Northwestern Mutual Investment Services Llc | W Des Moines | IA | 02/2021 | 05/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2021 | 05/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2022 | Present |
| Ameritas Insurance Company | Lincoln | NE | 07/2022 | Present |
| Midwest Finanical Solutions, Llc/Central Financial Group | Johnston | IA | 05/2022 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 09/2023 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * MIDWEST FINANICAL SOLUTIONS, LLC/CENTRAL FINANCIAL GROUP; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; AGENT; START DATE=05/2022; HRS/MO=20; TRADING HRS/MO=20; AGENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-23 |
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