Kyle Anderson

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
NC	RA	APPROVED	2024-06-25

NC RA
APPROVED

Since 2024-06-25

Branch Locations

7092 Summerfield Rd Ste B, Summerfield, NC 27358 • 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

Organization	City	State	From	To
Honda Aircraft Company, Llc	Greensboro	NC	10/2015	02/2023
Summerfield Wealth Advisors	Summerfield	NC	06/2023	Present
Ameritas Investment Company, Llc	Lincoln	NE	06/2023	Present
Unemployed	Mocksville	NC	02/2023	06/2023
Ameritas Advisory Services, Llc	Lincoln	NE	06/2024	Present

10/2015 → 02/2023

Honda Aircraft Company, Llc

Greensboro, NC
06/2023 → Present

Summerfield Wealth Advisors

Summerfield, NC
06/2023 → Present

Ameritas Investment Company, Llc

Lincoln, NE
02/2023 → 06/2023

Unemployed

Mocksville, NC
06/2024 → Present

Ameritas Advisory Services, Llc

Lincoln, NE

Other Businesses

Summerfield Wealth Advisors; inv rel; same as branch; Insurance services; Associate; start date=06/2023; hrs/mo=160; trading hrs/mo=160; Comprehensive planning and strategy, assist with back end office operations, insurance and financial strategy

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-18

S66 Uniform Combined State Law Examination

2023-10-18

View on SEC IAPD