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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-11-01
TX RA APPROVED_RES 2021-11-01
  • IL RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

2001 W Willow Knolls Ste 205, Peoria, IL 61614 • United States

740 Florsheim Dr Ste 10, Libertyville, IL 60048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 02/2000 Present
Richard E Friese Financial Consulting Services, Inc. Libertyville IL 09/1993 12/2021
Friese Financial Advocates, Inc. Libertyville IL 09/2011 Present
Ameritas Life Insurance Corp Lincoln NE 05/2015 Present
Canvas Financial Libertyville IL 08/2018 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Isi Investment Services Peoria IL 05/2023 Present
Ffa Sports Management Libertyville IL 01/2024 Present
  • 02/2000 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 09/1993 → 12/2021
    Richard E Friese Financial Consulting Services, Inc.
    Libertyville, IL
  • 09/2011 → Present
    Friese Financial Advocates, Inc.
    Libertyville, IL
  • 05/2015 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 08/2018 → Present
    Canvas Financial
    Libertyville, IL
  • 11/2021 → Present
    Lincoln, NE
  • 05/2023 → Present
    Isi Investment Services
    Peoria, IL
  • 01/2024 → Present
    Ffa Sports Management
    Libertyville, IL
Other Businesses

FRIESE FINANCIAL ADVOCATES, INC.; SAME AS BRANCH; INV REL; FIXED LIFE INSURANCE AND ANNUITY SALES; OWNER; START DATE=09/2011; HRS/MO=50; TRADING HRS/MO=50; FIXED INSURANCE AND ANNUITY SALES * Canvas Financial; same as branch; inv rel; new organization with AIC that combines six different firms that are already with AIC-shell DBA used for marketing and firm consolidation purposes; Agent; start date=08/2018; hrs/mo=200; trading hrs/mo=200; insurance agent and registered rep * FBP, LLC; same as branch; non-inv rel; LLC formed to own the real estate that has my office in it; Owner; start date=08/2019; hrs/mo=1; trading hrs/mo=0; manage real estate * ISI Investment Services; inv rel; same as branch; Advertising/Marketing; DBA/Corporate Name; start date=05/2023; hrs/mo=20; trading hrs/mo=20; No business transacted FFA Sports Management; non inv rel; same as branch; Marketing for financial services; Owner; start date=01/2024; hrs/mo=5; trading hrs/mo=0; Marketing for financial services. * Liberty Lake, LLC; inv rel; same as branch; LLC for Real Estate; Partner; start date=08/2025; hrs/mo=1; trading hrs/mo=0; manager of LLC to purchase water ski lake for recreational use

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-09
S63 Uniform Securities Agent State Law Examination 1993-12-21
  • S65 Uniform Investment Adviser Law Examination
    1999-12-09
  • S63 Uniform Securities Agent State Law Examination
    1993-12-21
Other Names
  • Mark E Friese

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