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Ameritas Advisory Services, LLC CRD 317245
$13.7B regulatory AUM 1,086 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-01 |
Branch Locations
6797 N High St Ste 236, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Worthington | OH | 05/2013 | 04/2019 |
| Ameritas Investment Corp | Lincoln | NE | 06/2019 | Present |
| Morton-Barber Learning Center | Worthington | OH | 12/2014 | Present |
| Barber Financial Group Ltd | Worthington | OH | 06/2013 | 11/2019 |
| Creative Financial Partners | Worthington | OH | 06/2020 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
Dixon Wells; 5775 Perimeter Dr, Dublin OH 43017; inv rel; insurance brokerage company; Life Insurance Agent; start date=12/2014; hrs/mo=2; trading hrs/mo=2; I have used for fixed insurance products brokerage business-wrote life insurance with them through Transamerica and receive trail commissions on a quarterly basis * Morton-Barber Learning Center; same as branch; non-inv rel; insurance and financial services pre-licensing school; President/Owner; start date=12/2014; hrs/mo=40; trading hrs/mo=15; president/owner/instructor * JC Barber Holdings, LLC; same as branch; non-inv rel; shell company/LLC; President/Owner; start date=01/2016; hrs/mo=0; trading hrs/mo=0; this is a shell company/LLC only created for another DBA * Skylight Financial Group; 5455 Rings Rd, Dublin OH 43017; inv rel; insurance company; Life Insurance Agent; start date=09/2013; hrs/mo=2; trading hrs/mo=2; I receive trails from their fixed life products * Creative Financial Partners; same as branch; inv rel; insurance sales; Agent; start date=06/2020; hrs/mo=160; trading hrs/mo=140; sales of insurance products as an agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-07 |
| S66 | Uniform Combined State Law Examination | 2017-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-04 |
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