Corey Boerner

Current Employers

Employment History

• 03/2017 → 05/2021
  M&T Bank
  Seaford, DE
• 02/2016 → 03/2017
  Cjb Enterprises Llc
  Bradenton, FL
• 07/2021 → 02/2026
  Ameritas Investment Company, Llc
  Lincoln, NE
• 06/2021 → Present
  The Afp Group, Llc
  Salisbury, MD
• 07/2021 → 02/2026
  Ameritas Life Insurance Company
  Lincoln, NE
• 11/2021 → 02/2026
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 05/2021 → Present
  Balanced Financial Services
  Salisbury, MD
• 08/2024 → Present
  Bear Wealth Management Llc
  Salisbury, MD
• 02/2026 → Present
  Lpl Financial, Llc
  Salisbury, MD

Previous Registrations

• 2021-11-01 → 2026-02-26
  Ameritas Advisory Services, Llc
  Salisbury, MD
  Salisbury, MD
• 2021-08-26 → 2021-11-01
  Ameritas Investment Company, Llc
  Sylvania, OH
  Salisbury, MD
  Glendale, AZ
  Salisbury, MD
  Lincoln, NE
  Austin, TX
  Freeport, NY

Other Businesses

1. 02/2026 - The AFP Group - DBA for LPL Business (entity for LPL business) - Inv Related - 90 Hour(s)/Month - 90 Hour(s) During Trading - At Reported Business Location (s)- OBA Start Date: 2/20/2026 2. 02/2026 - corey boerner - Notary - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Salisbury MD 21804 - OBA Start Date: 08/03/2023 3. 02/2026 - Balanced Financial Services LLC - Tax Prep/Accounting/CPA - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Salisbury MD 21804 - OBA Start Date: 05/07/2021 4. 02/2026- Torkleson & Co - Tax Prep/Accounting/CPA - Inv Related - 96 Hour(s)/Month - 96 Hour(s) During Trading - Bridgeville DE 19933 - OBA Start Date: 01/05/2026 5. 02/2026 - Bear Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Salisbury MD 21804 - OBA Start Date: 08/07/2024 6. 02/2026 - Bear Holdings LLC - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - Salisbury MD 21804 - OBA Start Date: 04/04/2024

Exams

• S66 Uniform Combined State Law Examination
  2021-08-05