Antonio Julian Ojeda

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

• 08/1994 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 12/1994 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 01/2006 → 08/2017
  Midlands Financial Benefits
  Lincoln, NE
• 11/2012 → 08/2017
  Unico Midlands, Llc
  Lincoln, NE
• 09/2014 → 04/2018
  Unico Group, Inc
  Lincoln, NE
• 04/2018 → Present
  Tony Ojeda Financial Center, Inc/Dba Integrity Center
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 09/2022 → Present
  Ameritas Wealth Advisors
  Lincoln, NE
• 03/2023 → Present
  Envision Wealth Network
  Lincoln, NE

Other Businesses

TONY OJEDA FINANCIAL CENTER INC/DBA INTEGRITY CENTER; SAME AS BRANCH; INV REL; FINANCIAL PLANNING AND SERVICES TO MY CLIENTS, PROFESSIONAL DEVELOPMENT AND PRODUCTIVITY TRAINING TO BUSINESS PROFESSIONALS; OWNER; START DATE=04/2018; HRS/MO=160; TRADING HRS/MO=160; COACHING THEM ON PROFESSIONAL DEVELOPMENT AND TEACHING THEM HOW TO BE MORE PRODUCTIVE * Made2Thrive; same as branch; non-inv rel; division of Integrity Center-offer workshops and coaching services for leaders whom work for a variety of companies in Lincoln; Owner; start date=03/2020; hrs/mo=20; trading hrs/mo=10; market and prospect for our workshops, put on the workshops and do the coaching * Made2Thrive; same as residence; non-inv rel; book; Author; start date=12/2020; hrs/mo=0; trading hrs/mo=0; author-receive book royalties * My First Hero; same as residence; non-inv rel; book; Author; start date=09/2022; hrs/mo=0; trading hrs/mo=0; author-receive book royalties * DBA Ameritas Wealth Advisors; same as branch; inv rel; Insurance and investment business; Investment Advisor Representative; start date=09/22; hrs/mo=100; trading hrs/mo=100; Insurance agent and investment advisor representative * Envision Wealth Network; inv rel; same as branch; Financial Services; Investment Advisor Representative; start date=03/2023; hrs/mo=25; trading hrs/mo=25; offering insurance and investment related products

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-02-03

Other Names

• Tony Ojeda