Mark Edwards Werner

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

• 06/2006 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 06/2006 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 06/2003 → Present
  Carillon Group Inc
  Chesterfield, MO
• 01/2008 → Present
  Cornerstone Advisors, Llc
  St Louis, MO
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2003-09-29 → 2006-06-30
  Carillon Investments, Inc.
  Chesterfield, MO
  Chesterfield, MO

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * CARILLON GROUP INC; SAME AS BRANCH; INV REL; GENERAL AGENCY; AGENT; START DATE=06/2003; HRS/MO=20; TRADING HRS/MO=20; INSURANCE SALES * CORNERSTONE ADVISORS, LLC; SAME AS RESIDENCE; INV REL; MARKETING NAME FOR FIXED INSURANCE AND SECURITIES ACTIVITIES; MEMBER; START DATE=01/2008; HRS/MO=0; TRADING HRS/MO=0; NONE-IT IS A CONDUIT FOR FIXED PRODUCT COMMISSIONS AS WELL AS MARKETING, AND I PAY MY EMPLOYEES THROUGH THIS ENTITY;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-30
• S63 Uniform Securities Agent State Law Examination
  1984-01-03

Designations

• Chartered Financial Consultant

Other Names

• Mark Edward Werner