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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

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

Branch Locations

6355 S 56Th St, Lincoln, NE 68516 • United States

440 Regency Parkway Dr Ste 147, Omaha, NE 68114 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Life Insurance Corp Lincoln NE 03/1999 Present
Ameritas Investment Corp. Lincoln NE 04/1999 Present
Ameritas Wealth Advisors Lincoln NE 03/1999 Present
Poulosky And Associates, Inc. Lincoln NE 11/2009 Present
Midwest Resource Group Lincoln NE 01/2010 Present
Summit Insurance Group Omaha NE 03/2018 08/2021
Central Financial Services Lincoln NE 01/2019 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Dba Envision Wealth Network Lincoln NE 10/2022 Present
  • 03/1999 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 04/1999 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 03/1999 → Present
    Ameritas Wealth Advisors
    Lincoln, NE
  • 11/2009 → Present
    Poulosky And Associates, Inc.
    Lincoln, NE
  • 01/2010 → Present
    Midwest Resource Group
    Lincoln, NE
  • 03/2018 → 08/2021
    Summit Insurance Group
    Omaha, NE
  • 01/2019 → Present
    Central Financial Services
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
  • 10/2022 → Present
    Dba Envision Wealth Network
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *AMERITAS WEALTH ADVISORS; SAME AS BRANCH; INV REL; INSURANCE, INVESTMENT AND FINANCIAL PRODUCT SALES;GENERAL AGENT/REGISTERED PRINCIPAL; START DATE=03/1999; HRS/MO=50; TRADING HRS/MO=40; MANAGE DAY TO DAY OPERATION, RECRUIT, TRAIN AND SUPERVISE NEW AGENTS AND REGISTERED REPS; *POULOSKY AND ASSOCIATES INC; SAME AS BRANCH; INV REL; INSURANCE SALES; OWNER; START DATE=11/2009; HRS/MO=250; TRADING HRS/MO=200; GENERAL AGENT OF THE NEBRASKA FINANCIAL CENTER; *MIDWEST RESOURCE GROUP; SAME AS BRANCH; INV REL; INSURANCE AGENCY FOR FIXED, NON-UNIFI INSURANCE PRODUCTS; PRESIDENT; START DATE=01/2010; HRS/MO=2; TRADING HRS/MO=2; MANAGEMENT; *Summit Insurance Group; same as Omaha branch; non-inv rel; property & casualty insurance; Partner/Owner; start date=03/2018 end date = 8/2021; hrs/mo=0; trading hrs/mo=0; I am only a silent partner-I am to provide financial resources to help start the agency; *Central Financial Services; same as branch; inv rel; insurance sales and wealth management through AIC; President/General Agent; start date=01/2019; hrs/mo=200; trading hrs/mo=140; run day-to-day operations of a multi-faceted insurance and wealth management agency*The Essential Step; Non/Inv Rel; Same as Business; insurance licensing education and continuing education training company I am part owner my involvement is to help provide the financial support for the company; Partner; Start Date= 1/1/2019; Hrs/Mo=1; Trading Hrs/Mo=1; Provide seed money and the facility to hold the classes. * dba EnVision Wealth Network; 6355 S 56th St Lincoln, NE 68516; non-inv rel; umbrella for insurance business; President/General Agent; start date=10/2022; hrs/mo=200; trading hrs/mo=0; run day-to-day operations of a multi-faceted insurance and wealth management agency

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-29
S63 Uniform Securities Agent State Law Examination 1994-07-20
  • S65 Uniform Investment Adviser Law Examination
    1999-12-29
  • S63 Uniform Securities Agent State Law Examination
    1994-07-20

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