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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
414 Northwestern Ave Ste 103, Ames, IA 50010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Financial | Ames | IA | 07/1994 | Present |
| Ameritas Investment Corp | Lincoln | NE | 01/2002 | Present |
| Midwest Financial Solutions, Llc | Ames | IA | 08/2010 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2015 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * MIDWEST FINANCIAL; SAME AS BRANCH; INV REL; FIXED INSURANCE/ANNUITY PRODUCT SALES; OWNER; START DATE=07/1994; HRS/MO=120; TRADING HRS/MO=120; FIXED ANNUITY OR LIFE INSURANCE SALES INCLUDING EQUITY INDEXED ANNUITIES * MIDWEST FINANCIAL SOLUTIONS, LLC; SAME AS BRANCH; INV REL; INVESTMENT AND INSURANCE SALES; AGENT; START DATE=08/2010; HRS/MO=150; TRADING HRS/MO=120; INVESTMENT ADVISOR INSURANCE SALES PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-07 |
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