Bryan Stanley Koppel

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

• 05/2016 → 07/2017
  Paulson Investment Company Llc
  Chicago, IL
• 08/2017 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 08/2017 → 12/2018
  20/20 Financial Advisers, San Francisco
  San Francisco, CA
• 08/2017 → Present
  Boom Planning
  San Francisco, CA
• 05/2015 → 11/2016
  Body Kinetics
  San Rafael, CA
• 08/2018 → Present
  Canvas Financial
  San Francisco, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2018-03-06 → 2019-01-02
  20/20 Capital Management, Inc
  San Francisco, CA
  Costa Mesa, CA

Other Businesses

* Boom Planning; same as branch; inv rel; financial services DBA; Financial Services Associate; start date=08/2017; hrs/mo=0; trading hrs/mo=0; prepare paperwork for securities, rollovers and account transfers * Canvas Financial; same as branch; inv rel; financial services; Associate Financial Planner; start date=08/2018; hrs/mo=0; trading hrs/mo=0; prepare paperwork for securities, rollovers & account transfers

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-22
• S63 Uniform Securities Agent State Law Examination
  2016-10-31