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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2021-11-01
TX RA APPROVED_RES 2021-11-01
  • NE RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

308 W 6Th St, York, NE 68467 • United States

6940 O St Ste 324, Lincoln, NE 68510 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 07/2016 Present
Gb Financial Llc York NE 07/2016 09/2019
Ameritas Life Insurance Corp Lincoln NE 07/2016 Present
Ameritas Financial Center York NE 07/2016 Present
Bgs Financial Strategies Llc York NE 10/2019 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Grasslands Financial York NE 07/2016 12/2022
Good Life Financial York NE 09/2022 12/2022
Benjamin Wealth Group York NE 01/2023 Present
Envision Wealth Management York NE 02/2024 Present
  • 07/2016 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 07/2016 → 09/2019
    Gb Financial Llc
    York, NE
  • 07/2016 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 07/2016 → Present
    Ameritas Financial Center
    York, NE
  • 10/2019 → Present
    Bgs Financial Strategies Llc
    York, NE
  • 11/2021 → Present
    Lincoln, NE
  • 07/2016 → 12/2022
    Grasslands Financial
    York, NE
  • 09/2022 → 12/2022
    Good Life Financial
    York, NE
  • 01/2023 → Present
    Benjamin Wealth Group
    York, NE
  • 02/2024 → Present
    Envision Wealth Management
    York, NE
Other Businesses

AMERITAS FINANCIAL CENTER; SAME AS BRANCH; INV REL; SELL INSURANCE PRODUCTS TO INDIVIDUALS AND SMALL BUSINESSES; AGENT; START DATE=07/2016; HRS/MO=20; TRADING HRS/MO=20; WORK WITH INDIVIDUALS AND SMALL BUSINESSES ON FINANCIAL NEEDS * BGS Financial Strategies LLC; same as branch; inv rel; LLC set up for tax purposes; Partner; start date=10/2019; hrs/mo=40; trading hrs/mo=40; oversee staff, monitor and pay bills and expenses * BENJAMIN WEALTH GROUP DBA; SAME AS BRANCH; INV REL; PROVIDE SECURITIES AND INSURANCE SOLUTIONS TO INDIVIDUALS; OWNER/PARTNER; START DATE=01/2023; HRS/MO=175; TRADING HRS/MO=175; PROVIDE INSURANCE FOR LIFE, DENTAL, VISION, DISABILITY, LTC AND MEDICARE * Envision Wealth Network; same as branch; inv rel; marketing name; Agent; start date=02/2024; hrs/mo=1; trading hrs/mo=1; insurance sales * Benjamin Properties, LLC; non inv rel; same as residence; LLC for Real Estate; Owner; start date=05/2026; hrs/mo=1; trading hrs/mo=0; LLC for real estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-22
S63 Uniform Securities Agent State Law Examination 2016-12-02
  • S65 Uniform Investment Adviser Law Examination
    2016-12-22
  • S63 Uniform Securities Agent State Law Examination
    2016-12-02
Other Names
  • Ben Santo
  • Ben Santo

View on SEC IAPD

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