Brian Heiss

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

• 08/2007 → 11/2016
  Redbox
  Akron, OH
• 01/2013 → 11/2016
  Sii Investments
  Fairview Park, OH
• 11/2016 → 01/2018
  Sii Investments
  Appleton, WI
• 11/2016 → 02/2018
  Investment Centers Of America
  Appleton, WI
• 02/2018 → 06/2018
  Private Client Services
  Louisville, KY
• 06/2018 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2018-02-22 → 2018-07-05
  Private Client Services, Llc
  Louisville, KY
• 2013-01-02 → 2018-02-01
  Sii Investments, Inc.
  Fairview Park, OH
  Appleton, WI
  Appleton, WI
• 2016-11-29 → 2018-02-01
  Investment Centers Of America, Inc.
  Appleton, WI
  Appleton, WI
• 2011-09-23 → 2012-12-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Akron, OH
  Akron, OH

Exams

• S66 Uniform Combined State Law Examination
  2011-09-16

Other Names

• Brian E. Heiss