David Randall Guttery

Current Employers

Employment History

• 10/2003 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 05/2021 → 08/2021
  The Ascent Group
  Trussville, AL
• 10/2003 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 01/1998 → 08/2021
  Nowlin & Associates
  Lincoln, NE
• 07/2006 → Present
  Keystone Financial Group
  Trussville, AL
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 01/2025 → Present
  Insource Financial Advisors
  Lincoln, NE

Previous Registrations

• 2021-06-15 → 2021-08-06
  The Ascent Group, Llc
  Virginia Beach, VA
  Trussville, AL

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * KEYSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; DBA INSURANCE AGENCY; OWNER; START DATE=07/2006; HRS/MO=160; TRADING HRS/MO=160; SELL APPROVED FIXED ANNUITIES AND INSURANCE PRODUCTS * Keystone Financial Group Properties, LLC; same as branch; non-inv rel; creating an LLC which will purchase the building that I am currently leasing for Keystone Financial Group; General Partner; start date=12/2021; hrs/mo=1; trading hrs/mo=1; general partner * Condominium Ownership; 321 Penny Ln, Trussville AL 35173; non-inv rel; condominium; Owner; start date=12/2019; hrs/mo=1; trading hrs/mo=0; landlord * inSOURCE Financial Advisors; same as branch; inv rel; insurance agency; Owner; start date=01/2025; hrs/mo=240; trading hrs/mo=240; Owner, CEO and General Agent

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1992-04-27