Hale Matthew Mccullough

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

• 06/2020 → Present
  Boom Planning/Canvas Financial
  San Francisco, CA
• 12/2017 → 05/2020
  Santa Clara University
  Santa Clara, CA
• 01/2020 → 06/2021
  Santa Clara University
  Santa Clara, CA
• 06/2014 → 08/2019
  Portland Parks & Recreation
  Portland, OR
• 09/2017 → 06/2021
  Santa Clara University
  Santa Clara, CA
• 09/2013 → 06/2017
  Ida B Wells High School
  Portland, OR
• 04/2022 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 07/2022 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

BOOM PLANNING/CANVAS FINANCIAL; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; Associate Financial Planner; START DATE=06/2020; HRS/MO=184; TRADING HRS/MO=0; OPERATIONS SUPPORT SPECIALIST

Exams

• S66 Uniform Combined State Law Examination
  2022-07-15