David John Laplante

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

• 06/1995 → Present
  Laplante Insurance & Financial Services
  Grass Valley, CA
• 01/2014 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 01/2014 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 05/2016 → Present
  Capstone Accountancy, Inc.
  Folsom, CA
• 01/2014 → Present
  Capstone Financial Group
  Folsom, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2008-07-21 → 2014-01-02
  Usa Financial Securities Llc
  Ada, MI
  Grass Valley, CA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *LAPLANTE INSURANCE & FINANCIAL SERVICES; SAME AS BRANCH; INV REL; FIXED INSURANCE PRODUCTS; OWNER; START DATE=06/1995; HRS/MO=20; TRADING HRS/MO=16; FIXED INSURANCE SALES AND NEW AGENT TRAINING; *CAPSTONE FINANCIAL GROUP; 620 COOLRIDGE DR STE 165, FOLSOM CA 95630; INV REL; FIXED INSURANCE PRODUCTS; AGENT; START DATE=01/2014; HRS/MO=80; TRADING HRS/MO=60; FIXED INSURANCE SALES; *Capstone Accountancy, Inc.; 193 Blue Ravine Rd, Folsom CA 95630; non-inv rel; tax work, accounting, bookkeeping and virtual CFO services; Referral Partner; start date=05/2016; hrs/mo=2; trading hrs/mo=2; introducing Kevin Wright and his firm to my clients and prospects for the purpose of adding his services as a value to their business and/or personal financial situation

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-22
• S63 Uniform Securities Agent State Law Examination
  1992-03-19

Other Names

• David J Laplante