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Todd William Adams

Ria Advisory Group, LLC

Des Moines, IA

Omaha, NE

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Current Employers
Ria Advisory Group, Llc

500 Sw 7Th Street Suite 204, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-07-07
NE RA APPROVED 2026-06-26
  • IA RA
    APPROVED
    Since 2026-07-07
  • NE RA
    APPROVED
    Since 2026-06-26

Branch Locations

500 Sw 7Th Street Suite 204, Des Moines, IA 50309 • United States

Omaha, NE • 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 02/2016 03/2021
Ameritas Financial Center Omaha NE 02/2016 03/2021
Ameritas Life Insurance Corp Lincoln NE 02/2016 03/2021
Nebraska Wealth Planning Omaha NE 10/2016 03/2020
Heartland Institute Of Financial Education Omaha NE 10/2016 03/2021
Summit Insurance Group, Llc Omaha NE 04/2018 03/2021
Nebraska Realty Omaha NE 04/2018 12/2023
Summit Mortgage Group, Llc Omaha NE 03/2020 03/2021
Summit Financial Group Omaha NE 03/2020 03/2021
Ria Advisory Group, Llc Omaha NE 04/2021 Present
  • 02/2016 → 03/2021
    Ameritas Investment Corp
    Lincoln, NE
  • 02/2016 → 03/2021
    Ameritas Financial Center
    Omaha, NE
  • 02/2016 → 03/2021
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 10/2016 → 03/2020
    Nebraska Wealth Planning
    Omaha, NE
  • 10/2016 → 03/2021
    Heartland Institute Of Financial Education
    Omaha, NE
  • 04/2018 → 03/2021
    Summit Insurance Group, Llc
    Omaha, NE
  • 04/2018 → 12/2023
    Nebraska Realty
    Omaha, NE
  • 03/2020 → 03/2021
    Summit Mortgage Group, Llc
    Omaha, NE
  • 03/2020 → 03/2021
    Summit Financial Group
    Omaha, NE
  • 04/2021 → Present
    Omaha, NE
Previous Registrations
  • 2016-02-04 → 2021-04-12
    Ameritas Investment Company, Llc
    Omaha, NE
  • 2015-03-24 → 2015-12-31
    Omaha, NE
    Tulsa, OK
    Norfolk, NE
Other Businesses

Adams Properties; Omaha, NE; non-inv rel; rental properties rented to other people; Owner; start date=05/2010; hrs/mo=0; trading hrs/mo=0; find renters and collect monthly rent * * Nebraska Realty; 17117 Burt St, Omaha NE 68118; non-inv rel; real estate sales; Salesperson; start date=10/2018; hrs/mo=5; trading hrs/mo=0; sell houses. Owner; Forty Ten Properties; Is the business investment related: No; Location of the business: 7507 N 124th Omaha Nebraska 68142 United States; Description of the business: Update name of current Adams Properties. Adams properties need to be canceled.; Responsibilities Duties: Owner; Start date with business: 2023-12-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 5;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-23
S63 Uniform Securities Agent State Law Examination 2010-02-09
  • S65 Uniform Investment Adviser Law Examination
    2015-03-23
  • S63 Uniform Securities Agent State Law Examination
    2010-02-09

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