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Ameritas Advisory Services, LLC CRD 317245
$13.7B regulatory AUM 1,086 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 06/2005 | Present |
| Ameritas Life Insurance Co | Lincoln | NE | 06/2005 | Present |
| Strategic Financial Concepts | Greenville | SC | 07/2005 | Present |
| Lieu'S Asian Bistro | Greenville | SC | 11/2013 | Present |
| Midwest Financial | Greer | SC | 08/2016 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *BREW'S LATE NIGHT; ADDRESS N/A; NON-INV REL; NATURE N/A; OWNER; START DATE = N/A; HRS/MO = N/A; TRADING HRS/MO = 0; DUTIES N//A; *STRATEGIC FINANCIAL CONCEPTS; SAME AS BRANCH; INV REL; FIXED INSURANCE; AGENT; START DATE = 07/2005; HRS/MO = 10; TRADING HRS/MO = 0; SALES; *LIEU'S ASIAN BISTRO;103 E BEACON DR GREENVILLE SC 29615; NON-INV REL; FRANCHISING RESTAURANT CONCEPTS THAT I OWN; PARTNER; START DATE = 11/2013; HRS/MO = 100; TRADING HRS/MO = 20; TRAINING;MIDWEST FINANCIAL;SAME AS RESIDENCE; INV REL;BROKER;BROKER FOR INVESTMENTS AND INSURANCE;START DATE = 8/2016; HRS/MO= 160; TRADING HRS/MO=160; CONSULTING IN THE PURCHASE OF INVESTMENTS AND INSURANCE; *
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-13 |
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