Samuel Scott Nelson-Archer

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

• 03/2010 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 03/2010 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 11/2000 → Present
  Md Financial Services
  Bellaire, TX
• 04/2010 → Present
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 03/2012 → Present
  Mddisabilityquotes.COm
  Bellaire, TX
• 12/2010 → Present
  Mdfs Physicians Network
  Bellaire, TX
• 12/2013 → Present
  American Bar Insurance Plan Consultants
  Bellaire, TX
• 11/2013 → 11/2016
  Md Disability And Life Insurance Consulting
  Houston, TX
• 12/2010 → Present
  Doctor And Surgeon Benefit Network Llc
  Bellaire, TX
• 02/2019 → Present
  Crisp Advisory
  Cave Creek, AZ
• 01/2020 → Present
  Southeast Financial Services
  Bellaire, TX
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2005-03-02 → 2010-03-30
  Gunnallen Financial, Inc
  Houston, TX
  Houston, TX
• 1997-10-01 → 2004-05-11
  Osaic Fs, Inc.
  Houston, TX

Other Businesses

MD FINANCIAL SERVICES; SAME AS BRANCH; INV REL; FIXED INSURANCE; PRESIDENT; START DATE=11/2000; HRS/MO=150; TRADING HRS/MO=150; INSURANCE BUSINESS * MDDISABILITYQUOTES.COM; SAME AS BRANCH; INV REL; WEBSITE THAT PROVIDES INFORMATION ON DI FOR PHYSICIANS; AGENT; START DATE=03/2012; HRS/MO=20; TRADING HRS/MO=5; ADMINISTER THE WEB SITE AND SELL DISABILITY INSURANCE * MDFS PHYSICIANS NETWORK; SAME AS BRANCH; INV REL; ASSOCIATION TO PROVIDE PHYSICIANS WITH GENERAL INFORMATION ON FINANCIAL RELATED TOPICS AND CONDUCT FIXED INSURANCE SALES; AGENT; START DATE=12/2010; HRS/MO=2; TRADING HRS/MO=0; INSURANCE AGENT * AMERICAN BAR INSURANCE PLAN CONSULTANTS; SAME AS BRANCH; INV-REL; MARKET FIXED INSURANCE TO ATTORNEYS; AGENT; START DATE=12/2013; HRS/MO=3; TRADING HRS/MO=0; FIXED INSURANCE AGENT * DOCTOR AND SURGEON BENEFIT NETWORK LLC; SAME AS BRANCH; NON-INV REL; ASSOCIATION TO PROVIDE PHYSICIANS WITH GENERAL INFORMATION ON FINANCIAL RELATED TOPICS; GOVERNING MANAGER; START DATE=12/2010; HRS/MO=2; TRADING HRS/MO=0; KEEP ASSOCIATION BOOKS AND RECORDS AND SEND INFORMATION TO PHYSICIANS * Crisp Advisory; 4447 E Thorn Tree Dr, Cave Creek AZ 85331; non-inv rel; selling disability insurance; Agent; start date=02/2019; hrs/mo=5; trading hrs/mo=3; selling disability insurance along with term life * Southeast Financial Services; same as branch; inv rel; agency; Agent; start date=01/2020; hrs/mo=5; trading hrs/mo=5; life and disability business * The Charter Condo Rental; 120 Offerson Unitl 1160, Beaver Creek, CO 81620; non-inv rel; Condo handled as a hotel when we are not there; Owner; start date=11/2021; hrs/mo=0; trading hrs/mo=0; None

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-12
• S63 Uniform Securities Agent State Law Examination
  1995-02-23

Designations

• Chartered Financial Consultant

Other Names

• Samuel Scott Nelsonarcher