Angela Grundig

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2023 → Present
  Boom Planning
  San Francisco, CA
• 10/2022 → 11/2023
  Mediahub
  Los Angeles, CA
• 07/2021 → 10/2021
  Teddy Bear Cancer Foudation
  Santa Barbara, CA
• 06/2019 → 06/2021
  Stinson Orthopedics
  San Francisco, CA
• 10/2018 → 09/2022
  Full Time Student
  Santa Barbara, CA
• 06/2014 → 05/2019
  Unemployed/Full Time High School Student
  San Carlos, CA
• 06/2024 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 11/2024 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

BOOM PLANNING; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; EMPLOYEE/PARA PLANNER; START DATE=12/2023; HRS/MO=160; TRADING HRS/MO=160; ADMIN DUTIES

Exams

• S66 Uniform Combined State Law Examination
  2024-11-18