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Carl S Eberspacher

Ameritas Advisory Services, LLC

Omaha, NE

CRD 1664242

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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:

Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

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

Branch Locations

11128 O St, Omaha, NE 68137 • 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
Central Financial Services Omaha NE 10/1987 Present
Ameritas Investment Company, Llc Lincoln NE 04/2000 Present
Ameritas Life Insurance Corp Lincoln NE 01/2015 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 10/1987 → Present
    Central Financial Services
    Omaha, NE
  • 04/2000 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 01/2015 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 11/2021 → Present
    Lincoln, NE
Other Businesses

CENTRAL FINANCIAL SERVICES; SAME AS BRANCH; INV REL; FIXED INSURANCE PRODUCT SALES; AGENT; START DATE=10/1987; HRS/MO=50; TRADING HRS/MO=50; SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-03
S63 Uniform Securities Agent State Law Examination 1987-05-27
  • S65 Uniform Investment Adviser Law Examination
    2020-03-03
  • S63 Uniform Securities Agent State Law Examination
    1987-05-27

View on SEC IAPD

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