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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
NE RA APPROVED 2021-11-01
  • NE RA
    APPROVED
    Since 2021-11-01

Branch Locations

5900 O Street, Lincoln, NE 68510 • United States

Lincoln, NE • 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 11/2015 Present
Wiese Research Associates Lincoln NE 10/2017 03/2019
Insource Financial Advisors Lincoln NE 07/2019 11/2019
Ameritas Life Insurance Corp Lincoln NE 11/2019 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Calligraphy Studio By Ka Lincoln NE 09/2025 Present
  • 11/2015 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 10/2017 → 03/2019
    Wiese Research Associates
    Lincoln, NE
  • 07/2019 → 11/2019
    Insource Financial Advisors
    Lincoln, NE
  • 11/2019 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
  • 09/2025 → Present
    Calligraphy Studio By Ka
    Lincoln, NE
Other Businesses

KARINA RAHN CRAFT FAIR; NON INV-REL; SAME AS BRANCH; RETAIL; ASSOCIATE; START DATE=10/2025; HRS/MO=2; TRADING HRS/MO=1; CREATING AND SELLING ENVELOPE DESIGNS AND CHRISTMAS TREE ORNAMENTS * CALLIGRAPHY STUDIO BY KA; NON INV REL; SAME AS BRANCH; CALLIGRAPHY; OWNER; START DATE=09/2025; HRS/MO=8; TRADING HRS/MO=1; CREATE AND DESIGN HAND-LETTERED PAPER GOODS, SIGNS ON MIRRORS OR ANY OTHER SURFACE FOR EVENTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-02
  • S66 Uniform Combined State Law Examination
    2017-03-02
Other Names
  • Karina De Faro Raposo Dassuncao

View on SEC IAPD

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