AMERITAS ADVISORY SERVICES, LLC
CRD #316900 SEC #801-122600 LINCOLN, NE 800-335-9858
SEC Registered Disclosures
Total AUM
$7.8B
Discretionary
$3.1B
Employees
611
Clients
--
Accounts
27,982
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 1, 2021
- Branch Offices
- 25
- LEI
- 5493003GXQCJXBKZLM23
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEASLEY, RYAN, CHARLES | I | MEMBER, BOARD OF DIRECTORS | NA | Control |
| BEASLEY, RYAN, CHARLES | I | MEMBER, BOARD OF DIRECTORS | NA | Control |
| GROSSER, CONNIE, SUE | I | VICE PRESIDENT, WEALTH MANAGEMENT & INVESTMENT SERVICES | NA | Control |
| GROSSER, CONNIE, SUE | I | VICE PRESIDENT, WEALTH MANAGEMENT & INVESTMENT SERVICES | NA | Control |
| KINSELLA, MATTHEW, JOHN | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| KINSELLA, MATTHEW, JOHN | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| Korte, Brent, Frazier | I | MEMBER, BOARD OF DIRECTORS | NA | Control |
| Korte, Brent, Frazier | I | MEMBER, BOARD OF DIRECTORS | NA | Control |
| NAGENGAST, HEATHER, JILL | I | PRESIDENT | NA | Control |
| NAGENGAST, HEATHER, JILL | I | PRESIDENT | NA | Control |
| Neighbors, Christine, Miller | I | CORPORATE SECRETARY | NA | Control |
| Neighbors, Christine, Miller | I | CORPORATE SECRETARY | NA | Control |
| SHERFFIUS, MARIA, ELIZABETH | I | SECOND VICE PRESIDENT, COMPLIANCE | NA | Control |
| SHERFFIUS, MARIA, ELIZABETH | I | SECOND VICE PRESIDENT, COMPLIANCE | NA | Control |
| WILKINSON, SUSAN, KAY | I | MEMBER, BOARD OF DIRECTORS | NA | Control |
| WILKINSON, SUSAN, KAY | I | MEMBER, BOARD OF DIRECTORS | NA | Control |
| AMERITAS LIFE INSURANCE CORP. | DE | OWNER | E | Control |
| AMERITAS LIFE INSURANCE CORP. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AMERITAS HOLDING COMPANY | DE | AMERITAS LIFE INSURANCE CORP. | E | Control |
| AMERITAS HOLDING COMPANY | DE | AMERITAS LIFE INSURANCE CORP. | E | Control |
| AMERITAS MUTUAL HOLDING COMPANY | DE | AMERITAS HOLDING COMPANY | E | Control |
| AMERITAS MUTUAL HOLDING COMPANY | DE | AMERITAS HOLDING COMPANY | E | Control |
Registrations
Federal
IA
Oct 1, 2021 REGISTERED
Address
5900 O STREETLINCOLN, NE 68510
United States
Phone: 800-335-9858