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

Branch Locations

Loveland, OH • United States

1880 Waycross Road, Cincinnati, OH 45240 • 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 06/2006 Present
Ameritas Life Insurance Cincinnati OH 01/2011 Present
Perfect North Ski Slopes Lawrenceburg IN 12/2013 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 06/2006 → Present
    Ameritas Investment Corp.
    Lincoln, NE
  • 01/2011 → Present
    Ameritas Life Insurance
    Cincinnati, OH
  • 12/2013 → Present
    Perfect North Ski Slopes
    Lawrenceburg, IN
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

PERFECT NORTH SKI SLOPES; 19074 PERFECT PLACE LN, LAWRENCEBURG IN; NON-INV REL; SKI AREA; SKI INSTRUCTOR; START DATE=12/2013; HRS/MO=48; TRADING HRS/MO=0; CONDUCT SKI INSTRUCTION LESSONS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-04-19
  • S63 Uniform Securities Agent State Law Examination
    1993-04-19

View on SEC IAPD

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