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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_RES 2021-11-01
  • NE RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

440 Regency Parkway 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
Ameritas Investment Corp Lincoln NE 06/2008 Present
Ameritas Life Insurance Corp Lincoln NE 06/2008 Present
Midwest Resource Group Omaha NE 11/2008 Present
Fiesta Condo 39Th Street Llc Omaha NE 08/2008 01/2019
Envision Wealth Network Omaha NE 11/2008 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/2008 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 06/2008 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2008 → Present
    Midwest Resource Group
    Omaha, NE
  • 08/2008 → 01/2019
    Fiesta Condo 39Th Street Llc
    Omaha, NE
  • 11/2008 → Present
    Envision Wealth Network
    Omaha, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * ENVISION WEALTH NETWORK; SAME AS BRANCH; INV REL; SALES AND MARKETING OF INSURANCE PRODUCTS, INCLUDING FIXED, INDEXED, TERM AND WHOLE LIFE INSURANCE AND ANNUITIES IN ADDITION TO DISABILITY INSURANCE PRODUCTS; AGENT; START DATE=11/2008; HRS/MO=158; TRADING HRS/MO=150; SALES AND MARKETING OF INSURANCE PRODUCTS * MIDWEST RESOURCE GROUP; SAME AS BRANCH; INV REL; SALES AND MARKETING OF INDIVIDUAL AND GROUP INSURANCE PRODUCTS; AGENT; START DATE=11/2008; HRS/MO=200; TRADING HRS/MO=125; SALES AND MARKETING OF INDIVIDUAL AND GROUP INSURANCE PRODUCTS * Plan G Financial; same as branch; non-inv rel; entity formed for the purpose of payroll and general business expenses shared by Mark and Dan Scholz as well as it's relationship with Resolve Insurance; Partner; start date=07/2019; hrs/mo=2; trading hrs/mo=2; monitor records and bill payments

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-06-19
S63 Uniform Securities Agent State Law Examination 2008-08-07
  • S65 Uniform Investment Adviser Law Examination
    2013-06-19
  • S63 Uniform Securities Agent State Law Examination
    2008-08-07
Designations

View on SEC IAPD

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