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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
8055 O St Ste S125, Lincoln, NE 68510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Financial Center/Central Financial Services | Ceresco | NE | 10/2015 | Present |
| Ameritas Investment Corp | Lincoln | NE | 10/2015 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 09/2015 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Anderson Wealth And Retirement Llc | Lincoln | NE | 07/2023 | Present |
| Robert Miller | Ceresco | NE | 01/2024 | Present |
AMERITAS FINANCIAL CENTER; SAME AS BRANCH; INV REL; SALES OF INSURANCE AND FINANCIAL PRODUCTS; AGENT; START DATE=10/2015; HRS/MO=200; TRADING HRS/MO=100; SALES OF INSURANCE AND ANNUITIES * CerescoBank Insurance; same as branch; non-inv rel; Property & Casualty Insurance at CerescoBank and CerescoBank Insurance; Referral Person; start date=10/2018; hrs/mo=10; trading hrs/mo=10; refer the client to the Property & Casualty agent and he will handle it from that point * AFLAC; same as branch; non-inv rel; working with another AFLAC agent to sell group insurance benefits; Agent; start date=09/2019; hrs/mo=25; trading hrs/mo=5; sale of group benefits to business owners * Central Financial Services; Inv/rel; 6355 S 56th St Lincoln NE 68516; Independent Insurance Agent: Start Date = 1/1/2020; Hrs/Mo=50; Trading Hrs/Mo=40; Independent agent with a contract AFC and CCFS combined agencies I sell insurance and investments with both * dba Anderson Wealth and Retirement LLC; inv rel; same as branch; selling and management of insurance, securities, financial, and estate planning; RR/IAR and Agent; start date=07/2023; hrs/mo=50; trading hrs/mo=50; Selling activities for insurance and securities * Robert Miller; non inv rel; same as branch; Bookkeeping; Owner; start date=01/2024; hrs/mo=20; trading hrs/mo=5; Reviewing and helping clients set up a Profit and Loss statement, reviewing their numbers placed into categories, balance ledgers * Rogue Professional Referral Group; same as residence; non-inv rel; referral business group; General Member; start date=03/2024; hrs/mo=10; trading hrs/mo=0; pay yearly dues to set up group things to bring in new members-each member holds their only spot in the industry, we talk about who we are and what we do and we see if anyone has clients they can refer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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