William Ryan Poindexter

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

• 03/2005 → Present
  M.D. Financial Services
  Bellaire, TX
• 03/2012 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 02/1999 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 05/2012 → Present
  Mddisabilityquotes.COm
  Bellaire, TX
• 12/2013 → 11/2016
  Md Disability And Life Insurance Consulting
  Houston, TX
• 03/1992 → Present
  W.RYan Poindeter, Cfp, Clu, Chfc
  Bellaire, TX
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2005-03-11 → 2010-03-30
  Gunnallen Financial, Inc
  Houston, TX
  Houston, TX
• 1998-07-24 → 2005-03-16
  Independent Advisers Group Corp
  Houston, TX
• 1997-09-02 → 2005-03-15
  Osaic Fs, Inc.
  Houston, TX

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * M.D. FINANCIAL SERVICES; SAME AS BRANCH; INV REL; DBA FOR INSURANCE SALES; AGENT; START DATE=03/2005; HRS/MO=80; TRADING HRS/MO=80; SALES OF FIXED INSURANCE * MDDISABILITYQUOTES.COM; SAME AS BRANCH; INV REL; WEBSITE TO PROVIDE INFORMATION ON DISABILITY INSURANCE FOR PHYSICIANS AND REQUEST DISABILITY INSURANCE QUOTES; AGENT; START DATE=05/2012; HRS/MO=10; TRADING HRS/MO=5; SELL DISABILITY INSURANCE * W. RYAN POINDEXTER, CFP, CLU, CHFC; SAME AS BRANCH; INV REL; INSURANCE AGENT LICENSED TO SELL FIXED INSURANCE PRODUCTS; AGENT; START DATE=03/1992; HRS/MO=80; TRADING HRS/OM=80; SALE OF FIXED INSURANCE PRODUCTS

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-03-13