Mark St. Patrick Oliver

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

• 09/2024 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 07/2022 → 05/2024
  Tiaa-Cref Individual & Institutional Services, Llc
  Lincoln, NE
• 07/2022 → 05/2024
  Tiaa
  Lincoln, NE
• 01/2016 → 07/2022
  Union Bank & Trust
  Lincoln, NE
• 09/2024 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2024 → 08/2024
  Unemployed
  Lincoln, NE
• 09/2024 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2022-10-04 → 2024-05-07
  Tiaa-Cref Individual & Institutional Services, Llc
  Lincoln, NE
  Denver, CO
  Charlotte, NC
• 2014-06-10 → 2016-01-08
  Td Ameritrade, Inc.
  Omaha, NE
• 2015-03-17 → 2016-01-08
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 2013-12-23 → 2014-04-04
  Fifth Third Securities, Inc.
  Chicago, IL
• 2013-04-19 → 2013-11-11
  Wells Fargo Clearing Services, Llc
  Gastonia, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-10-03
• S65 Uniform Investment Adviser Law Examination
  2013-04-18
• S63 Uniform Securities Agent State Law Examination
  2011-07-31

Other Names

• Mark S. Oliver
• Mark St. Patrick Oliver
• Mark Stpatrick Oliver
• Mark St. Patrick Oliver
• Mark S Oliver