Best Investors Account Sign in
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 2021-11-01
  • NE RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED
    Since 2021-11-01

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Insurance Company St Paul MN 01/2005 01/2020
Securian Financial Services, Inc St Paul MN 02/2005 01/2020
Heritage Financial Group Omaha NE 01/2005 01/2020
Ameritas Investment Company, Llc Lincoln NE 01/2020 Present
Ameritas Life Insurance Corp. Lincoln NE 01/2020 Present
Envision Wealth Network Omaha NE 10/2022 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Ameritas Wealth Advisors Omaha NE 09/2022 Present
  • 01/2005 → 01/2020
    Minnesota Life Insurance Company
    St Paul, MN
  • 02/2005 → 01/2020
    Securian Financial Services, Inc
    St Paul, MN
  • 01/2005 → 01/2020
    Heritage Financial Group
    Omaha, NE
  • 01/2020 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 01/2020 → Present
    Ameritas Life Insurance Corp.
    Lincoln, NE
  • 10/2022 → Present
    Envision Wealth Network
    Omaha, NE
  • 11/2021 → Present
    Lincoln, NE
  • 09/2022 → Present
    Ameritas Wealth Advisors
    Omaha, NE
Previous Registrations
  • 2005-02-09 → 2020-01-21
    Securian Financial Services, Inc.
    Omaha, NE
    Omaha, NE
  • 2004-11-09 → 2005-01-25
    Omaha, NE
Other Businesses

ENVISION WEALTH NETWORK; SAME AS BRANCH; INV REL; INSURANCE/INVEST; REPRESENTATIVE; START DATE=10/2022; HRS/MO=160; TRADING HRS/MO=160; REPRESENTATIVE OF INSURANCE SALES * AMERITAS WEALTH ADVISORS; SAME AS BRANCH; INV REL; INSURANCE/INVEST; REPRESENTATIVE; START DATE=09/2022; HRS/MO=200; TRADING HRS/MO=200; INSURANCE AND INVESTMENT SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-01
S63 Uniform Securities Agent State Law Examination 1995-06-21
  • S65 Uniform Investment Adviser Law Examination
    2004-11-01
  • S63 Uniform Securities Agent State Law Examination
    1995-06-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor