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Patrick Lamar Fitzgerald

Ameritas Advisory Services, LLC

Carmel, IN

CRD 1371696

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

Branch Locations

11595 N. Meridian St. Suite 870, Carmel, IN 46032 • 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 12/2008 Present
Ameritas Life Insurance Lincoln NE 12/2008 Present
National Financial Group Carmel IN 01/1994 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 12/2008 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 12/2008 → Present
    Ameritas Life Insurance
    Lincoln, NE
  • 01/1994 → Present
    National Financial Group
    Carmel, IN
  • 11/2021 → Present
    Ameritas Advisory Services, Llc
    Lincoln, NE
Previous Registrations
Other Businesses

NATIONAL FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE AGENCY; PRESIDENT; START DATE=01/1994; HRS/MO=160; TRADING HRS/MO=160; MANAGE

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-09-27
  • S63 Uniform Securities Agent State Law Examination
    2019-09-27

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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