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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-21 |
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