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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-01 |
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 |
|---|---|---|---|---|
| Coordinated Financial Group, Inc | Austin | TX | 12/1995 | 05/2022 |
| Ameritas Life Insurance Corp | Lincoln | NE | 09/2011 | Present |
| Ameritas Investment Corp | Lincoln | NE | 09/2011 | Present |
| The National Wealth Group | Austin | TX | 10/2019 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Coordinated Financial, Llc | Cedar Park | TX | 01/2022 | Present |
The National Wealth Group; same as branch; inv rel; marketing/research for local agencies; Partner; start date=10/2019; hrs/mo=10; trading hrs/mo=10; recruiting and training new agents *Coordinated Financial, LLC; Same as Branch, inv-rel; Fixed insurance and annuity sales; Managing Member; start date=01/2022; hrs/mo=110; trading hrs/mo=110; Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-23 |
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