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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:

Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

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

Branch Locations

2202 Central Ave Ste 8, Kearney, NE 68847 • United States

102 N Dewey St, North Platte, NE 69101 • 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
The Buckle Kearney NE 04/2017 05/2020
Schrock Medical Clinic Kearney NE 08/2015 04/2017
Ameritas Investment Company, Llc Lincoln NE 09/2020 Present
Barth Financial Wealth Management Group Kearney NE 05/2020 Present
Central Financial Services Lincoln NE 02/2021 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Envision Wealth Network Lincoln NE 01/2024 Present
  • 04/2017 → 05/2020
    The Buckle
    Kearney, NE
  • 08/2015 → 04/2017
    Schrock Medical Clinic
    Kearney, NE
  • 09/2020 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 05/2020 → Present
    Barth Financial Wealth Management Group
    Kearney, NE
  • 02/2021 → Present
    Central Financial Services
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
  • 01/2024 → Present
    Envision Wealth Network
    Lincoln, NE
Other Businesses

BARTH FINANCIAL WEALTH MANAGEMENT; SAME AS BRANCH; INV REL; INVESTMENTS & INSURANCE; AGENT; START DATE=05/2020; HRS/MO=40; TRADING HRS/MO=0; INVESMENTS & INSURANCE * Central Financial Services; Inv/Rel; 6355 S 56th St, Lincoln NE 68516; Financial Planning; Investments/Insurance Life and Annuities; Agent; Start Date=02/2021; Hrs/Mo=20; Trading Hrs/Mo=15; OSJ office annuity and life insurance policy services and sales * Envision Wealth Network; 6355 S 56th St, Lincoln NE 68516; inv rel; annuity & life insurance policy service & sales; Agent; hrs/mo=20; trading hrs/mo=15; annuity & life insurance policy service & sales

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-21
  • S66 Uniform Combined State Law Examination
    2021-01-21
Other Names
  • Jordan Krenik

View on SEC IAPD

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