Kristen Lynn Chirhart

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

• 05/2008 → Present
  Ameritas Life Insurance
  Lincoln, NE
• 05/2008 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 03/2011 → Present
  Boom Planning
  San Francisco, CA
• 11/2015 → 12/2018
  20/20 Capital Management
  Costa Mesa, CA
• 08/2018 → Present
  Canvas Financial
  San Francisco, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2016-06-28 → 2019-01-02
  20/20 Capital Management, Inc
  San Francisco, CA
  Costa Mesa, CA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * BOOM PLANNING; SAME AS BRANCH; INV REL; FINANCIAL PLANNING SERVICES; FINANCIAL ADVISOR; START DATE=03/2011; HRS/MO=50; TRADING HRS/MO=40; PERSONALIZED FINANCIAL PLANNING FOR INDIVIDUALS AND SMALL BUSINESSES * Canvas Financial; same as branch; inv rel; new organization with AIC effective 8/1/2018 that combines six different firms that are already with AIC, shell DBA used for marketing and consolidation purposes; Agent; start date=08/2018; hrs/mo=80; trading hrs/mo=40; provide strategic direction for marketing and client reporting

Exams

• S66 Uniform Combined State Law Examination
  2008-06-30

Other Names

• Kristen Lynn Chirhart