Elisa T Goebel

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

Authority	Category	Status	Date
OH	RA	APPROVED	2021-11-01

OH RA
APPROVED

Since 2021-11-01

Branch Locations

Minster, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ben Anderson Insurance Agency	Lima	OH	11/2012	05/2019
State Farm Vp Management Corp	Lima	OH	01/2013	05/2019
Mike Mcclaskie Insurance Agency	Hilliard	OH	01/2019	09/2019
State Farm Vp Management Corp.	Hilliard	OH	01/2019	09/2019
Creative Financial Partners	Perrysburg	OH	11/2019	12/2021
Morton-Barber Learning Center	Worthington	OH	11/2019	12/2020
Ameritas Investment Company, Llc	Lincoln	NE	01/2020	Present
Ameritas Advisory Services, Llc	Lincoln	NE	11/2021	Present
Deverna & Co	Perrysburg	OH	12/2021	08/2026
Pear Tree Financial	Minster	OH	02/2025	Present

11/2012 → 05/2019

Ben Anderson Insurance Agency

Lima, OH
01/2013 → 05/2019

State Farm Vp Management Corp

Lima, OH
01/2019 → 09/2019

Mike Mcclaskie Insurance Agency

Hilliard, OH
01/2019 → 09/2019

State Farm Vp Management Corp.

Hilliard, OH
11/2019 → 12/2021

Creative Financial Partners

Perrysburg, OH
11/2019 → 12/2020

Morton-Barber Learning Center

Worthington, OH
01/2020 → Present

Ameritas Investment Company, Llc

Lincoln, NE
11/2021 → Present

Ameritas Advisory Services, Llc

Lincoln, NE
12/2021 → 08/2026

Deverna & Co

Perrysburg, OH
02/2025 → Present

Pear Tree Financial

Minster, OH

Other Businesses

Pear Tree Financial; same as branch; inv rel; financial services; Owner; start date=02/2025; hrs/mo=160; trading hrs/mo=0; meet with clients

Other Names

Lisa Thorp
Lisa Thorp Goebel

View on SEC IAPD