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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-11-01
  • IL RA
    APPROVED
    Since 2021-11-01

Branch Locations

2001 W Willow Knolls Ste 205, Peoria, IL 61614 • 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
Insurance Services, Incorporated; Isi Marketing; Isi Consulting Peoria IL 08/1984 Present
Ameritas Investment Company, Llc Lincoln NE 01/2002 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
The Isi Companies, Inc. Peoria IL 04/2022 Present
I.S.I. Investment Services, Inc. Peoria IL 04/2022 Present
  • 08/1984 → Present
    Insurance Services, Incorporated; Isi Marketing; Isi Consulting
    Peoria, IL
  • 01/2002 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
  • 04/2022 → Present
    The Isi Companies, Inc.
    Peoria, IL
  • 04/2022 → Present
    I.S.I. Investment Services, Inc.
    Peoria, IL
Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * INSURANCE SERVICES, INCORPORATED, ISI MARKETING, ISI CONSULTING; SAME AS BRANCH; INV REL; FIXED INSURANCE SALES AND EQUITY INDEX ANNUITIES, CONSULTING ON INSURANCE FOR ESTATE AND BUSINESS PLANNING, MARKETING OF INSURANCE PRODUCTS TO OTHER INSURANCE FIRMS; PRESIDENT/CEO; START DATE=08/1984; HRS/MO=80; TRADING HRS/MO=80; PERSONAL SALES OF PRODUCTS, OVERSEE INDEPENDENT AGENTS BROKERING BUSINESS * The ISI Companies, Inc.; same as branch; inv rel; S Corp; CEO/President; start date=04/2022; hrs/mo=1; trading hrs/mo=1; holding company of the intellectual properties from Insurance Services, Incorporated * I.S.I. Investment Services, Inc.; same as branch; inv rel; S Corp; CEO/President; start date=04/2022; hrs/mo=40; trading hrs/mo=40; 100% owner * Rental Property; 1927 Case Creek, Peoria IL 61614; non-inv rel; rental home; Co-Owner; start date=05/2020; hrs/mo=5; trading hrs/mo=0; owner and responsible for property taxes, major repairs, insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-31
S63 Uniform Securities Agent State Law Examination 1990-08-21
  • S65 Uniform Investment Adviser Law Examination
    1998-08-31
  • S63 Uniform Securities Agent State Law Examination
    1990-08-21
Other Names
  • Frank Mooney

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