Eric S Bowen

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

• 02/2014 → 04/2021
  Ivy Distributors, Inc
  Shawnee Mission, KS
• 02/2014 → 08/2020
  Waddell & Reed Inc
  Overland Park, KS
• 06/2021 → 05/2023
  C2Fo
  Leawood, KS
• 04/2021 → 06/2021
  Unemployed
  Leawood, KS
• 05/2023 → 01/2026
  Prosperity Network Of Advisors Llc
  Overland Park, KS
• 05/2023 → 01/2026
  Cetera Advisors Llc
  St Cloud, MN
• 03/2024 → 01/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 01/2026 → Present
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 01/2026 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2024-03-21 → 2026-01-26
  Cetera Investment Advisers Llc
  Overland Park, KS
• 2023-06-07 → 2024-03-21
  Cetera Advisors Llc
  Overland Park, KS
• 2014-02-19 → 2021-04-20
  Waddell & Reed
  Overland Park, KS
• 2013-03-25 → 2014-02-12
  Montage Investments, Llc
  Leawood, KS
• 2011-03-02 → 2013-03-19
  Td Ameritrade, Inc.
  Overland Park, KS
• 2011-03-02 → 2013-03-19
  Td Ameritrade Investment Management, Llc
  Overland Park, KS
• 2010-04-30 → 2011-02-24
  Equitable Advisors, Llc
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2010-04-29