Keith A Ingram

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

• 05/2004 → Present
  National Financial Group
  Carmel, IN
• 03/2009 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 03/2009 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

NATIONAL FINANCIAL GROUP; SAME AS BRANCH; INV REL; DBA FOR OUR LIFE INSURANCE AND ANNUITY SALES AND OSJ FOR AIC; AGENT; START DATE=05/2004; HRS/MO=160; TRADING HRS/MO=160; INSURANCE SALES

Exams

• S66 Uniform Combined State Law Examination
  2011-06-27
• S63 Uniform Securities Agent State Law Examination
  2005-07-29