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Deidre Dawn Cadwell

Ameritas Advisory Services, LLC

Lincoln, NE

Lincoln, NE

CRD 2503427

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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

Lincoln, NE • United States

5900 O Street, Lincoln, NE 68510 • 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 09/2003 11/2020
Insource Financial Advisors Lincoln NE 11/2020 06/2023
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Ameritas Investment Company, Llc Lincoln NE 06/2023 Present
  • 09/2003 → 11/2020
    Ameritas Investment Corp
    Lincoln, NE
  • 11/2020 → 06/2023
    Insource Financial Advisors
    Lincoln, NE
  • 11/2021 → Present
    Ameritas Advisory Services, Llc
    Lincoln, NE
  • 06/2023 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-10-17
  • S63 Uniform Securities Agent State Law Examination
    1994-10-17

View on SEC IAPD

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