Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
200 E Cypress Creek Road Ste 105, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'KEefe Group/Solutions (Self) | Austin | TX | 03/2026 | Present |
| Alamo Structural Steel | Georgetown | TX | 07/2024 | 03/2026 |
| Leadership Academy | Austin | TX | 07/2023 | 06/2024 |
| Nebraska Bank Of Commerce | Lincoln | NE | 11/2021 | 06/2023 |
| Lincoln Public Schools | Lincoln | NE | 06/2018 | 10/2021 |
| University Of Nebraska Lincoln | Lincoln | NE | 08/2018 | 12/2022 |
| Lincoln Southwest High School | Lincoln | NE | 08/2016 | 05/2018 |
| Texas Roadhouse | Lincoln | NE | 10/2016 | 10/2017 |
| Coordinated Financial Group | Austin | TX | 03/2026 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2026 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 08/2026 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 06/2026 | Present |
COORDINATED FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE; AGENT; START DATE=03/2026; HRS/MO=50; TRADING HRS/MO=50; INSURANCE * The O'Keefe Group / O'Keefe Solutions; 12440 ALAMEDA TRACE CIR APT #1532, AUSTIN, TX 78727; INV REL; INSURANCE; OWNER; START DATE=03/2023; HRS/MO=50; TRADING HRS/MO=50; INSURANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-10 |
Reach out to this advisor