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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-15
IA RA APPROVED 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2023-07-15
  • IA RA
    APPROVED
    Since 2021-11-01

Branch Locations

2010 Keokuk St, Iowa City, IA 52240 • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Company, Llc Lincoln NE 04/2000 Present
Hawkeye Brokerage Center, Inc Iowa City IA 12/1989 Present
Midwest Financial Solutions Llc Iowa City IA 12/1989 Present
Ameritas Life Insurance Corp Lincoln NE 01/2015 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 04/2000 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 12/1989 → Present
    Hawkeye Brokerage Center, Inc
    Iowa City, IA
  • 12/1989 → Present
    Midwest Financial Solutions Llc
    Iowa City, IA
  • 01/2015 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * LD INVESTMENTS INC; SAME AS RESIDENCE; NON-INV REL; RENTAL REAL ESTATE; OWNER; START DATE=12/1989; HRS/MO=5; TRADING HRS/MO=0; LANDLORD * HAWKEYE BROKERAGE CENTER; SAME AS BRANCH; INV REL; INSURANCE RELATED ACTIVITIES; OWNER/AGENT; START DATE=12/1989; HRS/MO=160; TRADING HRS/MO=100; MANAGING DAY-DAY ACTIVITIES, INCLUDING MEETING WITH CLIENTS & SOLVING THEIR NEEDS * MIDWEST FINANCIAL SOLUTIONS LLC; SAME AS BRANCH; INV REL; INSURANCE AGENCY; GENERAL AGENT/OWNER OF AGENCY; START DATE=12/1989; HRS/MO=50; TRADING HRS/MO=50; RECRUIT NEW AGENTS, HELP AGENTS IN AGENCY WITH PRODUCT INFORMATION, BUSINESS PLAN * PARKVIEW APARTMENTS LLC; SAME AS RESIDENCE; NON-INV REL; RENTAL PROPERTIES; OWNER; START DATE=09/2011; HRS/MO=5; TRADING HRS/MO=0; MANAGING BUILDINGS/PROPERTIES * LYNN DEAN INVESTMENTS LLC; 109 1ST ST KALONA IA; NON/INV REL; SINGLE MEMBER LLC REAL ESTATE HOLDING; START DATE=12/2016; HRS/MO=10; TRADING HRS/MO=0; COMMERCIAL RENTAL PROPERTY * MYPS-LLC; same as branch; non-inv rel; rental property; Owner; start date=12/2008; hrs/mo=5; trading hrs/mo=0; owner/investor * Miller Learning Center; sames as branch; non-inv rel; educational classes; Owner; start date=05/1994; hrs/mo=35; trading hrs/mo=0; teaching the fundamentals of retirement planning * RiverCrossing LLC; same as branch; non-inv rel; land; Owner; start date=7/2010; hrs/mo=0; trading hrs/mo=0; no duties * Camden Investments, LLC; same as branch; non-inv rel; second home; Owner; start date=06/2001; hrs/mo=0; trading hrs/mo=0; LLC owns second home * Keokuk Investments, LLC; same as branch; non-inv rel; rental property; Owner; start date=04/1998; hrs/mo=0; trading hrs/mo=0; LLC owns my office building * Ridge Street Properties, LLC; same as branch; non-inv rel; rental property; Owner; start date=10/2004; hrs/mo=5; trading hrs/mo=0; owner * M Miller Properties, LLC; same as branch; non-inv rel; rental property; Owner; start date=08/2010; hrs/mo=0; trading hrs/mo=0; owner * Kalona Golf Club, Inc; non inv rel; same as branch; Golf course; President; start date=01/2023; hrs/mo=2; trading hrs/mo=0; Attend monthly board meetings to discuss various topics as it relates to the management & daily operations of the golf course * Midwest Elite Sports Management, LLC; same as branch; non-inv rel; meeting with student athletes to help them navigate the challenges of trying to make it to the next level; Owner; start date=10/2025; hrs/mo=0; trading hrs/mo=0; I will not have day-to-day tasks associated with this company

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-31
S63 Uniform Securities Agent State Law Examination 1992-05-12
  • S65 Uniform Investment Adviser Law Examination
    1996-10-31
  • S63 Uniform Securities Agent State Law Examination
    1992-05-12

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