Mark Lamar Holzemer

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → Present
  Ch Benefits
  Whitehouse, OH
• 12/2012 → Present
  Ml Holzemer Ltd
  Whitehouse, OH
• 09/2014 → 08/2019
  Voya Financial Advisors, Inc.
  Holland, OH
• 07/2016 → 08/2019
  Hrs Wealth Solutions
  Holland, OH
• 09/2019 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 08/2019 → Present
  Creative Financial Partners
  Toledo, OH
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2006-02-27 → 2019-08-27
  Voya Financial Advisors, Inc.
  Toledo, OH
  Holland, OH
  Holland, OH

Other Businesses

Creative Financial Partners; same as branch; inv rel; financial services; Insurance Agent; start date=08/2019; hrs/mo=20; trading hrs/mo=0; responsible for client allocations, sales management, retirement planning * CH Benefits; same as residence; non-inv rel; health insurance; Co-Owner; start date=01/2001; hrs/mo=0; trading hrs/mo=0; co-owner * ML Holzemer Ltd; same as residence; non-inv rel; payroll for commissions; Owner; start date=12/2012; hrs/mo=2; trading hrs/mo=0; used for commissions payment only