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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:

Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-11-01
  • CO RA
    APPROVED
    Since 2021-11-01

Branch Locations

1221 S Clarkson St Suite 302, Denver, CO 80210 • United States

312 S Weber St Ste 230, Colorado Springs, CO 80903 • 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 Life Insurance Corp Lincoln NE 02/2012 Present
Ameritas Investment Corp Lincoln NE 12/2012 Present
Randy R. Kilgore & Company Colorado Springs CO 03/2009 Present
United Wealth Advisors Group Llc (Uwag) Denver CO 03/2017 Present
Kilgore Cihon Advisor Group Colorado Springs CO 02/2009 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 02/2012 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 12/2012 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 03/2009 → Present
    Randy R. Kilgore & Company
    Colorado Springs, CO
  • 03/2017 → Present
    United Wealth Advisors Group Llc (Uwag)
    Denver, CO
  • 02/2009 → Present
    Kilgore Cihon Advisor Group
    Colorado Springs, CO
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2010-07-02 → 2013-01-03
    Securian Financial Services, Inc.
    Colorado Springs, CO
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; *RANDY R. KILGORE & COMPANY; SAME AS BRANCH; INV REL; FOCUSES ON THE DESIGN OF EMPLOYEE BENEFIT PACKAGES AND PERSONAL LIFE INSURANCE, RETIREMENT PLANNING AND INVESTMENT STRATEGIES; VICE PRESIDENT; START DATE=03/2009; HRS/MO=160; TRADING HRS/MO=100; MY FATHER AND I FORMED A PARTNERSHIP-THIS IS HIS SUCCESSION PLAN; *UNITED WEALTH ADVISORS GROUP, LLC (UWAG); SAME AS BRANCH; INV REL; AFFILIATE OF UWAG BY WAY OF ULC FINANCIAL; AGENT AFFILIATE IN COLORADO; START DATE=03/2017; HRS/MO=15; TRADING HRS/MO=15; USING ADDITIONAL UWAG RESOURCES; *Kilgore Cihon Advisor Group; 312 S Weber St Ste 230, Colorado Springs CO 80903; inv rel; life insurance, investments and health insurance; Vice President; start date=02/2009; hrs/mo=120; trading hrs/mo=120; manage and oversee firm operations, sale of health insurance to businesses and individuals, 401(k) advisory services, life/health/disability insurance for individuals, investment services; * NAIFA; 2901 Telestar Ct, Falls Church VA 22042; inv rel; largest professional association dedicated to the protection and advancement of insurance and financial advisors nationwide; President Elect; start date=01/2016; hrs/mo=8; trading hrs/mo=8; helping lead the local NAIFA-CO chapter

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-19
  • S66 Uniform Combined State Law Examination
    2010-05-19
Other Names
  • Kate Leanne Kilgore
  • Kate Leann Cihon

View on SEC IAPD

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