Scott Michael Weinstein

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

Authority	Category	Status	Date
IL	RA	APPROVED	2025-02-05

IL RA
APPROVED

Since 2025-02-05

Branch Locations

Oswego, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The O.N. Equity Sales Company	Cincinnati	OH	09/2009	12/2018
Ohio National Financial Services	Cincinnati	OH	09/2009	12/2018
Ameritas Investment Corp.	Lincoln	NE	01/2019	Present
Ameritas Life Insurance Corp.	Lincoln	NE	01/2019	Present
Dignity Group, Inc	Naperville	IL	12/2018	11/2021
Lake Michigan Benefit Associates, Inc	Naperville	IL	09/2019	06/2025
Ameritas Advisory Services, Llc	Lincoln	NE	11/2021	10/2023
Ameritas Advisory Services, Llc	Lincoln	NE	01/2025	Present
Ameritas Wealth Advisors	Oswego	IL	08/2025	Present

09/2009 → 12/2018

The O.N. Equity Sales Company

Cincinnati, OH
09/2009 → 12/2018

Ohio National Financial Services

Cincinnati, OH
01/2019 → Present

Ameritas Investment Corp.

Lincoln, NE
01/2019 → Present

Ameritas Life Insurance Corp.

Lincoln, NE
12/2018 → 11/2021

Dignity Group, Inc

Naperville, IL
09/2019 → 06/2025

Lake Michigan Benefit Associates, Inc

Naperville, IL
11/2021 → 10/2023

Ameritas Advisory Services, Llc

Lincoln, NE
01/2025 → Present

Ameritas Advisory Services, Llc

Lincoln, NE
08/2025 → Present

Ameritas Wealth Advisors

Oswego, IL

Previous Registrations

2021-11-01 → 2023-10-19

Ameritas Advisory Services, Llc

Naperville, IL
2013-03-04 → 2019-01-08

On Investment Management Co

Oswego, IL

Other Businesses

Licensed as an Independent Insurance Agent to sell fixed insurance products * Advisor Controls; same as residence; inv rel; planning software; Affiliate; start date=12/2019; hrs/mo=2; trading hrs/mo=2; share my experiences and introduce Advisors to a client-friendly approved software * Cajew LLC, same as branch; non-inv rel; partner; member; start date=01/20/2020; hrs/mo=0; trading hrs/mo=0;pay mortgage and collect rent * Ameritas Wealth Advisors; inv rel; same as branch; Insurance Services; Agent; start date=08/2025; hrs/mo=35; trading hrs/mo=28; Market to business owners, executives, medial professionals and retirees' products that can help conserver wealth

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-02-25
S63	Uniform Securities Agent State Law Examination	2008-01-28

S65 Uniform Investment Adviser Law Examination

2013-02-25
S63 Uniform Securities Agent State Law Examination

2008-01-28

View on SEC IAPD