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RIA / WealthRegistered adviserbroker-dealer affiliated wealth managerSEC registeredRAUM 10b 100b

AMERITAS ADVISORY SERVICES, LLC

CRD 317245

LINCOLN, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c31cf19-2448-9610-4823-e9178cea0f13

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 753
Dated events: 40
On other graphs: 0
Observed: Oct 15, 2021 to Jul 20, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: broker-dealer affiliated wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=true bd_reps=422.0
Regulatory AUM: $14BItem 5.F on the latest filing (2026-07-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $7.2B
Private client RAUM: $13BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 549
RAUM per advisor: $25.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 797
Advisory employees: 366
Offices: 247Schedule D 1.F, beyond the principal office
Accounts: 45,299
Individual clients: 28,459
High net worth clients: 904
Custody, client assets: $8.4B
SEC number: 801-55153
CIK: 1901275
CRD: 317245
Filings on the tape: 27
First filed: Oct 15, 2021
Latest filed: Jul 20, 2026
Organised: Limited Liability Company, NE
Website: ameritas.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 550

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAWRENCE PATRICK DECKER	Chartered Financial Consultant	Toledo, OH	4	44	1	yes
ANDREW SETH BLUESTONE	Certified Financial Planner	Ramsey, NJ \| PALM BEACH GARDENS, FL	4	44	n/a	yes
ROBERT DURANT HACKETT	n/a	WORTHINGTON, OH	4	38	1	yes
PHUOC HUU DANG	n/a	ROCKVILLE, MD	4	38	1	yes
ANGELO EUGENE CILIA	n/a	PITTSBURGH, PA \| Fairchance, PA	4	43	1	yes
ARNOLD NELSON PECHLER	Certified Financial Planner	WATERTOWN, NY \| Ridgeland, SC \| Okatie, SC	4	41	1	yes
STEPHEN HOWARD DENNIS	n/a	CINCINNATI, OH	4	44	n/a	yes
MARK CIARELLI	Certified Financial Planner	CHERRY HILL, NJ	4	51	1	yes
MICHAEL ALLEN STONE	n/a	Fairfax, VA	4	30	1	yes
JOHN JOSEPH CROSBY	n/a	CAPE MAY COURT HOUSE, NJ \| Red Bank, NJ	4	32	4	yes
MARK DAVID SAFERSTEIN	Chartered Financial Consultant	OMAHA, NE	4	41	n/a	yes
CARL EDWARD ROGERS	Chartered Financial Consultant	Charlotte, NC	4	43	1	yes
BARRY KEITH NEWMAN	n/a	OAK PARK, CA	4	38	1	yes
ANTHONY JOSEPH PETTOLA	n/a	Feasterville Trevose, PA	4	42	n/a	yes
LARRY PATRICK WARD	Chartered Financial Consultant	Madisonville, LA \| Mandeville, LA	4	37	n/a	yes
ERIC JOSHUA GOLDBERG	n/a	MELVILLE, NY	4	31	n/a	yes
MARK EDWARDS WERNER	Chartered Financial Consultant	Chesterfield, MO \| ST LOUIS, MO	4	42	1	yes
KEITH MICHAEL GILLIES	Chartered Financial Consultant	Metairie, LA \| Little Rock, AR \| LAPLACE, LA	4	31	1	yes
DANIEL JOSEPH SCHOLZ	n/a	OMAHA, NE	4	51	n/a	yes
NEIL CLARK FREEMAN	n/a	WATERTOWN, NY	4	39	n/a	yes
MICHAEL ALAN MUMAU	n/a	PUNXSUTAWNEY, PA	4	45	n/a	yes
HENRY J WEAVER	n/a	Harrisburg, PA	4	63	n/a	yes
WAYNE DAVID SCHMIDT	n/a	MANDEVILLE, LA	4	24	2	yes
SCOTT VERNON PAYDEN	n/a	RICHFIELD, OH	4	46	n/a	yes
JAMES RAYMOND CHRISTENSEN	n/a	La Vista, NE \| Lincoln, NE	4	41	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AMERITAS LIFE INSURANCE CORP.	Owner	E	yes	01/2020	Jul 20, 2026	Jul 20, 2026
BEASLEY, RYAN, CHARLES	MEMBER, BOARD OF DIRECTORS	Na	yes	01/2020	Jul 20, 2026	Jul 20, 2026
BERTHOLD, RICHARD, AARON	VICE PRESIDENT, SERVICE & OPERATIONS	Na	yes	12/2021	Jul 20, 2026	Jul 20, 2026
BIEL, ROLLIN, LYNN	SECOND VP, FINANCIAL REPORTING	Na	yes	03/2026	Jul 20, 2026	Jul 20, 2026
CRUZ, ORLANDO, RAFAEL	MEMBER, BOARD OF DIRECTORS	Na	yes	03/2026	Jul 20, 2026	Jul 20, 2026
Halverson, Kelly, Jay	MEMBER, BOARD OF DIRECTORS SUPERVISION	Na	yes	08/2024	Jul 20, 2026	Jul 20, 2026
KINSELLA, MATTHEW, JOHN	VICE PRESIDENT & CHIEF COMPLIANCE OFFICER	Na	yes	06/2022	Jul 20, 2026	Jul 20, 2026
ROBSON, JEREMY, MICHAEL	President	Na	yes	12/2024	Jul 20, 2026	Jul 20, 2026
WU, MICHELE, XIAOMING	BOARD OF DIRECTORS	Na	yes	01/2024	Jul 20, 2026	Jul 20, 2026
AMERITAS HOLDING COMPANY	Owner	E	yes	01/1999	Oct 15, 2021	Sep 16, 2024
AMERITAS MUTUAL HOLDING COMPANY	Owner	E	yes	01/1999	Oct 15, 2021	Sep 16, 2024
DENBY, SUSANNE, MARIE	SECOND VICE PRESIDENT, SALES SUPERVISION	Na	yes	06/2022	Mar 21, 2024	Sep 16, 2024
KOBZA, JENNIFER, ANN	VICE PRESIDENT, PUBLIC FINANCE	Na	yes	01/2022	Jan 31, 2022	Sep 16, 2024
Korte, Brent, Frazier	MEMBER, BOARD OF DIRECTORS	Na	yes	01/2020	Oct 15, 2021	Sep 16, 2024
MANN, BRANDON, MICHAEL	PRESIDENT & BOARD OF DIRECTORS	Na	yes	06/2022	Jun 27, 2022	Sep 16, 2024
Neighbors, Christine, Miller	CORPORATE SECRETARY	Na	yes	01/2020	Oct 15, 2021	Sep 16, 2024
Schubauer, Tyler, Joseph	CORPORATE SECRETARY	Na	yes	05/2022	Aug 30, 2022	Sep 16, 2024
SHERFFIUS, MARIA, ELIZABETH	SECOND VP, COMPLIANCE	Na	yes	01/2020	Oct 15, 2021	Sep 16, 2024
SHOEMAKER, MICHAEL, EUGENE	VICE PRESIDENT & MANAGING DIRECTOR, PUBLIC FINANCE	Na	yes	01/2022	Jan 31, 2022	Sep 16, 2024
Walker-Sadler, Elizabeth, Michelle	REGIONAL VP, SALES & DISTRIBUTION	Na	yes	01/2023	Mar 21, 2023	Sep 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AMERITAS INVESTMENT PARTNERS, INC.	n/a	Institutional manager	$29B	N	yes	n/a
AMERITAS INVESTMENT COMPANY, LLC	n/a	Former SEC adviser	$7.8B	N	yes	Ne
AMERITAS LIFE INSURANCE CORP.	n/a	n/a	n/a	Y	yes	n/a
AMERITAS LIFE INSURANCE CORP. OF NEW YORK	n/a	n/a	n/a	N	yes	n/a
VARIABLE CONTRACT AGENCY, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Lincoln	Ne	United States	35	yes
IOWA CITY	Ia	United States	16	yes
SAN FRANCISCO	CA	United States	11	yes
SAN RAMON	CA	United States	10	yes
Melville	NY	United States	10	yes
Folsom	CA	United States	9	yes
Lincoln	Ne	United States	9	yes
Perrysburg	Oh	United States	8	yes
Dallas	TX	United States	8	yes
Homewood	Al	United States	7	yes
Carmel	In	United States	7	yes
Cincinnati	Oh	United States	7	yes
BOCA RATON	FL	United States	6	yes
Memphis	Tn	United States	6	yes
Flagstaff	Az	United States	5	yes
Exeter	CA	United States	5	yes
Roseville	CA	United States	5	yes
W DES MOINES	Ia	United States	5	yes
Lincoln	Ne	United States	5	yes
Lincoln	Ne	United States	5	yes
Watertown	NY	United States	5	yes
Pittsburgh	Pa	United States	5	yes
Kearney	Ne	United States	4	yes
Toledo	Oh	United States	4	yes
Toledo	Oh	United States	4	yes
Indiana	Pa	United States	4	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$14B	$7.2B	797	366	247	n/a	n/a
2024	Mar 25, 2025	$12B	$6.4B	560	473	254	n/a	n/a
2023	Mar 21, 2024	$10B	$5.2B	545	470	238	n/a	n/a
2022	Mar 21, 2023	$8.5B	$3.0B	592	529	248	n/a	n/a
2021	Mar 1, 2022	$9.5B	$4.7B	611	517	248	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
35	38	-3	6.9%	12	5	0	76	94

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$14B	$12B	19.5%	$8.5B	17.2%	797	560	247	254

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
OLDFIELD WEALTH PARTNERS	2	May 6, 2026	Jun 18, 2026	PRESQUE ISLE, ME	Team lift out	Ibd to RIA	0.4%
WELLS FARGO ADVISORS	2	Mar 31, 2026	Mar 23, 2026	W DES MOINES, IA	Team lift out	Ibd to wirehouse	0.4%
LPL FINANCIAL LLC	3	Feb 24, 2026	Feb 22, 2026	HOUSTON, TX	Team lift out	Ibd to ibd	0.6%
INDEPENDENT FINANCIAL GROUP, LLC	2	Feb 20, 2026	Feb 20, 2026	EVERETT, WA	Team lift out	Ibd to ibd	0.4%
DARROW WEALTH GROUP	2	Dec 31, 2025	Dec 15, 2025	ONTARIO, CA	Team lift out	Ibd to state RIA	0.4%
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	4	Sep 18, 2024	Sep 16, 2024	TOLEDO, OH	Team lift out	Ibd to ibd	0.8%
TLG ADVISORS, INC.	4	Jun 6, 2024	Jan 1, 2025	LOS ANGELES, CA	Team lift out	Ibd to ibd	0.8%
EXENCIAL WEALTH ADVISORS	3	Nov 21, 2023	Nov 14, 2023	AUSTIN, TX	Team lift out	Ibd to RIA	0.6%
J. W. COLE ADVISORS, INC.	2	Oct 18, 2023	Sep 29, 2023	FAIRPORT, NY	Team lift out	Ibd to ibd	0.4%
TFB ADVISORS, LLC	16	Jun 30, 2023	Aug 10, 2022	OVERLAND PARK, KS	Team lift out	Ibd to RIA	3.2%
TFB ADVISORS, LLC	2	Jun 30, 2023	Aug 10, 2022	STILLWATER, OK	Team lift out	Ibd to RIA	0.4%
COHO ADVISORY SERVICES, LLC	2	Jun 27, 2023	Aug 2, 2023	ANCHORAGE, AK	Team lift out	Ibd to state RIA	0.4%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HORNOR, TOWNSEND & KENT, LLC	2	May 2, 2025	May 1, 2025	HAUPPAUGE, NY	Team lift out	Ibd to ibd	0.5%
VALIC FINANCIAL ADVISORS, INC.	2	Apr 1, 2024	Mar 19, 2024	BOCA RATON, FL	Team lift out	Ibd to ibd	0.2%
THE ASCENT GROUP, LLC	5	May 15, 2023	Mar 31, 2023	HOMEWOOD, AL	Team lift out	RIA to ibd	20.0%
THE ASCENT GROUP, LLC	2	May 15, 2023	May 4, 2023	VIRGINIA BEACH, VA	Team lift out	RIA to ibd	8.0%
20/20 CAPITAL MANAGEMENT, INC	13	Jan 2, 2019	Nov 1, 2021	COSTA MESA, CA	Team lift out	RIA to ibd	46.4%
ALLSTATE FINANCIAL ADVISORS, LLC	2	May 23, 2017	Nov 1, 2021	LINCOLN, NE	Team lift out	Other	1.2%

Relationships

showing 80 of 753

Registered with (77)

← William Thomas MillerAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← JAMES CHRISTOPHER SHAFFERAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← Seth Tyler HeardAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← Jared Tyler WilsonAdvisorregistration: current employment
Aug 20, 2026 to presentfactForm ADV
← Aaron Daniel HunterAdvisorregistration: current employment
Aug 11, 2026 to presentfactForm ADV
← CAMERON C. FILBRANDTAdvisorregistration: current employment
Aug 11, 2026 to presentfactForm ADV
← Luke James GilliamAdvisorregistration: current employment
Aug 6, 2026 to presentfactForm ADV
← Olivia M LupferAdvisorregistration: current employment
Jul 14, 2026 to presentfactForm ADV
← DAVID M LIEBERMANAdvisorregistration: current employment
Jul 13, 2026 to presentfactForm ADV
← THOMAS WILLIAM SPUHLERAdvisorregistration: current employment
Jul 9, 2026 to presentfactForm ADV
← EMMA LEE MUMPOWERAdvisorregistration: current employment
Jul 8, 2026 to presentfactForm ADV
← GEORGE ALOYSIUS FAHYAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← BRIAN KEITH MCLEISHAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← KATHLEEN MARSHAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← Daniel J FuscoAdvisorregistration: current employment
Jun 26, 2026 to presentfactForm ADV
← ROBERT WAYNE SCHOONMAKERAdvisorregistration: current employment
Jun 25, 2026 to presentfactForm ADV
← Christopher PhillipsAdvisorregistration: current employment
Jun 22, 2026 to presentfactForm ADV
← SARA KELLEY MUCKENFUHSAdvisorregistration: current employment
Jun 16, 2026 to presentfactForm ADV
← BRAYTON CHRISTENSENAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← GRANT ALAN HAGEMANAdvisorregistration: current employment
Jun 5, 2026 to presentfactForm ADV
← ANTHONY BELTRANAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← Richard ColeAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← Dylan M HolyAdvisorregistration: current employment
May 26, 2026 to presentfactForm ADV
← LUKE Richard HALSEYAdvisorregistration: current employment
May 13, 2026 to presentfactForm ADV
← ETHAN MYERSAdvisorregistration: current employment
May 7, 2026 to presentfactForm ADV
← Brandon Thomas HeitzmanAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← JEREMY VINCENTE LOPEZAdvisorregistration: current employment
Apr 29, 2026 to presentfactForm ADV
← Patrick John FordeAdvisorregistration: current employment
Apr 28, 2026 to presentfactForm ADV
← CHRISTOPHER MICHAEL ADAMSAdvisorregistration: current employment
Apr 20, 2026 to presentfactForm ADV
← Payton Magee CarrollAdvisorregistration: current employment
Apr 14, 2026 to presentfactForm ADV
and 47 more

Affiliated with (3)

→ AMERITAS INVESTMENT PARTNERS, INC.Registered adviserother investment adviser, bank, LP sponsor, common control
factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserbroker-dealer, custodian, common control
factForm ADV
← AMERITAS INVESTMENT PARTNERS, INC.Registered adviserother investment adviser, common control
factForm ADV

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 10, 2026
Advisor changed firm
Connor Heimer left Ameritas Advisory Services, LLC for Castle Capital Management (registered 2026-09-15)
Form ADVobserved 2 days ago
Occurred
Aug 12, 2026
Advisor changed firm
William Aristeo Godines Castro left Ameritas Advisory Services, Llc for Castle Capital Management (registered 2026-08-26)
Form ADVobserved 4 days ago
Occurred
Aug 4, 2026
Advisor changed firm
Emily Susan Ashton left Ameritas Advisory Services, Llc for Kdk Private Wealth Management (registered 2026-08-21)
Form ADVobserved 4 days ago
Occurred
Jul 31, 2026
Advisor changed firm
Bryan Michael Shank left Ameritas Advisory Services, Llc for Osaic Wealth, Inc. (registered 2026-08-31)
Form ADVobserved 4 days ago
Occurred
Jun 29, 2026
Advisor changed firm
Tyrone Richard Harvey left Ameritas Advisory Services, Llc for Arx Strategic Wealth (registered 2026-06-22)
Form ADVobserved 4 days ago
Occurred
Jun 18, 2026
Advisor changed firm
Fate Kellum Spurlock left Ameritas Advisory Services, Llc for Lpl Enterprise, Llc (registered 2026-06-17)
Form ADVobserved 4 days ago
Occurred
Jun 18, 2026
Advisor changed firm
Landon Knight Thompson left Ameritas Advisory Services, Llc for Stewardwell Llc (registered 2026-07-01)
Form ADVobserved 4 days ago
Occurred
Jun 9, 2026
Advisor changed firm
Paul William Mattke left Ameritas Advisory Services, Llc for Strategic Financial Concepts, Llc (registered 2026-07-22)
Form ADVobserved 4 days ago
Occurred
May 26, 2026
Advisor changed firm
Raj Alagappan Natarajan left Ameritas Advisory Services, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-06-10)
Form ADVobserved 4 days ago
Occurred
May 20, 2026
Advisor changed firm
Kyle Timothy Goupille left Ameritas Advisory Services, Llc for Oldfield Wealth Partners (registered 2026-06-18)
Form ADVobserved 4 days ago
Occurred
May 19, 2026
Advisor changed firm
William Warren Wittler left Ameritas Advisory Services, Llc for Lpl Enterprise, Llc (registered 2026-05-11)
Form ADVobserved 4 days ago
Occurred
May 12, 2026
Advisor changed firm
Nathan Charles Goodwin left Ameritas Advisory Services, Llc for Cambridge Investment Research Advisors, Inc. (registered 2026-08-19)
Form ADVobserved 4 days ago
Occurred
May 6, 2026
Team lift-out
2 advisors left Ameritas Advisory Services, LLC (Presque Isle, ME) for Oldfield Wealth Partners within 14 days
Form ADVobserved 3 days ago
2 advisors
Occurred
May 6, 2026
Advisor changed firm
Chase Guerrette left Ameritas Advisory Services, Llc for Oldfield Wealth Partners (registered 2026-04-23)
Form ADVobserved 4 days ago
Occurred
May 6, 2026
Advisor changed firm
Alex Templin left Ameritas Advisory Services, Llc for Stifel, Nicolaus & Company, Incorporated (registered 2026-04-28)
Form ADVobserved 4 days ago
Occurred
Apr 28, 2026
Advisor changed firm
Peter Leroy Way left Ameritas Advisory Services, Llc for Principal Securities, Inc. (registered 2026-04-20)
Form ADVobserved 4 days ago
Occurred
Apr 27, 2026
Advisor changed firm
Terall Deane Blalock left Ameritas Advisory Services, Llc for Rubicon Advisors (registered 2026-04-01)
Form ADVobserved 4 days ago
Occurred
Apr 17, 2026
Advisor changed firm
Jessica Ann Shillington left Ameritas Advisory Services, Llc for Ameriprise Financial Services, Llc (registered 2026-04-16)
Form ADVobserved 4 days ago
Occurred
Apr 13, 2026
Advisor changed firm
Christopher Charles Kramer left Ameritas Advisory Services, Llc for Wells Fargo Advisors (registered 2026-03-23)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2026
Team lift-out
2 advisors left Ameritas Advisory Services, LLC (W Des Moines, IA) for Wells Fargo Advisors within 13 days
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 31, 2026
Advisor changed firm
Eric Wayne Raasch left Ameritas Advisory Services, Llc for Wells Fargo Advisors (registered 2026-03-23)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2026
Advisor headcount changed
Ameritas Advisory Services, Llc reported 426 state-registered advisory representatives, down from 534 (2025-09-19 to 2026-03-27)
Form ADVobserved 4 days ago
-108 IARS
Occurred
Mar 23, 2026
Advisor changed firm
Alexander John Briggs left Ameritas Advisory Services, Llc for Oldfield Wealth Partners (registered 2026-04-03)
Form ADVobserved 4 days ago
Occurred
Mar 9, 2026
Advisor changed firm
Albert Binman left Ameritas Advisory Services, Llc for Esi Financial Advisors (registered 2026-05-08)
Form ADVobserved 4 days ago
Occurred
Mar 6, 2026
Advisor changed firm
Ann Baker Ronn left Ameritas Advisory Services, Llc for Lpl Financial Llc (registered 2026-02-22)
Form ADVobserved 4 days ago
Occurred
Mar 5, 2026
Advisor changed firm
Jordan Ver Hoeve left Ameritas Advisory Services, Llc for Castle Capital Management (registered 2026-08-26)
Form ADVobserved 4 days ago
Occurred
Feb 26, 2026
Advisor changed firm
Qaadir T Williams left Ameritas Advisory Services, Llc for Lpl Financial Llc (registered 2026-02-20)
Form ADVobserved 4 days ago
Occurred
Feb 26, 2026
Advisor changed firm
Corey Boerner left Ameritas Advisory Services, Llc for Lpl Financial Llc (registered 2026-02-20)
Form ADVobserved 4 days ago
Occurred
Feb 25, 2026
Advisor changed firm
Evan Rump left Ameritas Advisory Services, Llc for Fisher Investments (registered 2026-03-27)
Form ADVobserved 4 days ago
Occurred
Feb 24, 2026
Team lift-out
3 advisors left Ameritas Advisory Services, LLC (Houston, TX) for LPL Financial LLC within 10 days
Form ADVobserved 3 days ago
3 advisors
Occurred
Feb 24, 2026
Advisor changed firm
Chantel Williams left Ameritas Advisory Services, Llc for Lpl Financial Llc (registered 2026-02-20)
Form ADVobserved 4 days ago
Occurred
Feb 20, 2026
Team lift-out
2 advisors left Ameritas Advisory Services, LLC (Everett, WA) for Independent Financial Group, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Feb 20, 2026
Advisor changed firm
Jason Connell left Ameritas Advisory Services, Llc for Croak Capital (registered 2026-03-12)
Form ADVobserved 4 days ago
Occurred
Feb 20, 2026
Advisor changed firm
Jake Christopher O'Banion left Ameritas Advisory Services, Llc for Independent Financial Group, Llc (registered 2026-02-20)
Form ADVobserved 4 days ago
Occurred
Feb 20, 2026
Advisor changed firm
Sara Elizabeth Rasmussen left Ameritas Advisory Services, Llc for Independent Financial Group, Llc (registered 2026-02-20)
Form ADVobserved 4 days ago
Occurred
Jan 7, 2026
Advisor changed firm
Abbey Ciancutti left Ameritas Advisory Services, Llc for Bollin Wealth Management, Llc (registered 2026-03-03)
Form ADVobserved 4 days ago

Show 4 bookkeeping events

First seen by DFX
Sep 18, 2026
date not stated
Amy Dannis Starkey no longer holds an investment adviser registration (last listed at Ameritas Advisory Services, Llc on the 2026-09-17 feed)
Occurred
Sep 15, 2026
Shay C Delaney registered as an investment adviser representative at Ameritas Advisory Services, Llc
Occurred
Sep 15, 2026
John Robert Feldman added a OH registration at Ameritas Advisory Services, Llc
Occurred
Mar 27, 2026
Ameritas Advisory Services, Llc reported 247 offices beyond its principal office, down from 254 (2025-09-19 to 2026-03-27)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c31cf19-2448-9610-4823-e9178cea0f13
First observed: Oct 15, 2021
Last observed: Jul 20, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMERITAS ADVISORY SERVICES, LLC

CRD 317245

LINCOLN, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c31cf19-2448-9610-4823-e9178cea0f13

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAWRENCE PATRICK DECKER

Chartered Financial Consultant

Toledo, OH

yes

ANDREW SETH BLUESTONE

Certified Financial Planner

Ramsey, NJ | PALM BEACH GARDENS, FL

n/a

yes

ROBERT DURANT HACKETT

n/a

WORTHINGTON, OH

yes

PHUOC HUU DANG

n/a

ROCKVILLE, MD

yes

ANGELO EUGENE CILIA

n/a

PITTSBURGH, PA | Fairchance, PA

yes

ARNOLD NELSON PECHLER

Certified Financial Planner

WATERTOWN, NY | Ridgeland, SC | Okatie, SC

yes

STEPHEN HOWARD DENNIS

n/a

CINCINNATI, OH

n/a

yes

MARK CIARELLI

Certified Financial Planner

CHERRY HILL, NJ

yes

MICHAEL ALLEN STONE

n/a

Fairfax, VA

yes

JOHN JOSEPH CROSBY

n/a

CAPE MAY COURT HOUSE, NJ | Red Bank, NJ

yes

MARK DAVID SAFERSTEIN

Chartered Financial Consultant

OMAHA, NE

n/a

yes

CARL EDWARD ROGERS

Chartered Financial Consultant

Charlotte, NC

yes

BARRY KEITH NEWMAN

n/a

OAK PARK, CA

yes

ANTHONY JOSEPH PETTOLA

n/a

Feasterville Trevose, PA

n/a

yes

LARRY PATRICK WARD

Chartered Financial Consultant

Madisonville, LA | Mandeville, LA

n/a

yes

ERIC JOSHUA GOLDBERG

n/a

MELVILLE, NY

n/a

yes

MARK EDWARDS WERNER

Chartered Financial Consultant

Chesterfield, MO | ST LOUIS, MO

yes

KEITH MICHAEL GILLIES

Chartered Financial Consultant

Metairie, LA | Little Rock, AR | LAPLACE, LA

yes

DANIEL JOSEPH SCHOLZ

n/a

OMAHA, NE

n/a

yes

NEIL CLARK FREEMAN

n/a

WATERTOWN, NY

n/a

yes

MICHAEL ALAN MUMAU

n/a

PUNXSUTAWNEY, PA

n/a

yes

HENRY J WEAVER

n/a

Harrisburg, PA

n/a

yes

WAYNE DAVID SCHMIDT

n/a

MANDEVILLE, LA

yes

SCOTT VERNON PAYDEN

n/a

RICHFIELD, OH

n/a

yes

JAMES RAYMOND CHRISTENSEN

n/a

La Vista, NE | Lincoln, NE

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMERITAS LIFE INSURANCE CORP.

Owner

yes

01/2020

Jul 20, 2026

BEASLEY, RYAN, CHARLES

MEMBER, BOARD OF DIRECTORS

yes

01/2020

Jul 20, 2026

BERTHOLD, RICHARD, AARON

VICE PRESIDENT, SERVICE & OPERATIONS

yes

12/2021

Jul 20, 2026

BIEL, ROLLIN, LYNN

SECOND VP, FINANCIAL REPORTING

yes

03/2026

Jul 20, 2026

CRUZ, ORLANDO, RAFAEL

MEMBER, BOARD OF DIRECTORS

yes

03/2026

Jul 20, 2026

Halverson, Kelly, Jay

MEMBER, BOARD OF DIRECTORS SUPERVISION

yes

08/2024

Jul 20, 2026

KINSELLA, MATTHEW, JOHN

VICE PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

06/2022

Jul 20, 2026

ROBSON, JEREMY, MICHAEL

President

yes

12/2024

Jul 20, 2026

WU, MICHELE, XIAOMING

BOARD OF DIRECTORS

yes

01/2024

Jul 20, 2026

AMERITAS HOLDING COMPANY

Owner

yes

01/1999

Oct 15, 2021

Sep 16, 2024

AMERITAS MUTUAL HOLDING COMPANY

Owner

yes

01/1999

Oct 15, 2021

Sep 16, 2024

DENBY, SUSANNE, MARIE

SECOND VICE PRESIDENT, SALES SUPERVISION

yes

06/2022

Mar 21, 2024

Sep 16, 2024

KOBZA, JENNIFER, ANN

VICE PRESIDENT, PUBLIC FINANCE

yes

01/2022

Jan 31, 2022

Sep 16, 2024

Korte, Brent, Frazier

MEMBER, BOARD OF DIRECTORS

yes

01/2020

Oct 15, 2021

Sep 16, 2024

MANN, BRANDON, MICHAEL

PRESIDENT & BOARD OF DIRECTORS

yes

06/2022

Jun 27, 2022

Sep 16, 2024

Neighbors, Christine, Miller

CORPORATE SECRETARY

yes

01/2020

Oct 15, 2021

Sep 16, 2024

Schubauer, Tyler, Joseph

CORPORATE SECRETARY

yes

05/2022

Aug 30, 2022

Sep 16, 2024

SHERFFIUS, MARIA, ELIZABETH

SECOND VP, COMPLIANCE

yes

01/2020

Oct 15, 2021

Sep 16, 2024

SHOEMAKER, MICHAEL, EUGENE

VICE PRESIDENT & MANAGING DIRECTOR, PUBLIC FINANCE

yes

01/2022

Jan 31, 2022

Sep 16, 2024

Walker-Sadler, Elizabeth, Michelle

REGIONAL VP, SALES & DISTRIBUTION

yes

01/2023

Mar 21, 2023

Sep 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMERITAS INVESTMENT PARTNERS, INC.

n/a

Institutional manager

$29B

yes

n/a

AMERITAS INVESTMENT COMPANY, LLC

n/a

Former SEC adviser

$7.8B

yes

AMERITAS LIFE INSURANCE CORP.

n/a

yes

n/a

AMERITAS LIFE INSURANCE CORP. OF NEW YORK

n/a

yes

n/a

VARIABLE CONTRACT AGENCY, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Lincoln

United States

yes

IOWA CITY

United States

yes

SAN FRANCISCO

United States

yes

SAN RAMON

United States

yes

Melville

United States

yes

Folsom

United States

yes

Lincoln

United States

yes

Perrysburg

United States

yes

Dallas

United States

yes

Homewood

United States

yes

Carmel

United States

yes

Cincinnati

United States

yes

BOCA RATON

United States

yes

Memphis

United States

yes

Flagstaff

United States

yes

Exeter

United States

yes

Roseville

United States

yes

W DES MOINES

United States

yes

Lincoln

United States

yes

Lincoln

United States

yes

Watertown

United States

yes

Pittsburgh

United States

yes

Kearney

United States

yes

Toledo

United States

yes

Toledo

United States

yes

Indiana

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$14B

$7.2B

797

366

247

n/a

2024

Mar 25, 2025

$12B

$6.4B

560

473

254

n/a

2023

Mar 21, 2024

$10B

$5.2B

545

470

238

n/a

2022

Mar 21, 2023

$8.5B

$3.0B

592

529

248

n/a

2021

Mar 1, 2022

$9.5B

$4.7B

611

517

248

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

6.9%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$14B

$12B

19.5%

$8.5B

17.2%

797

560

247

254

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

OLDFIELD WEALTH PARTNERS

May 6, 2026

Jun 18, 2026

PRESQUE ISLE, ME

Team lift out

Ibd to RIA

0.4%

WELLS FARGO ADVISORS

Mar 31, 2026

Mar 23, 2026

W DES MOINES, IA

Team lift out

Ibd to wirehouse

0.4%

LPL FINANCIAL LLC

Feb 24, 2026

Feb 22, 2026

HOUSTON, TX

Team lift out

Ibd to ibd

0.6%

INDEPENDENT FINANCIAL GROUP, LLC

Feb 20, 2026

EVERETT, WA

Team lift out

Ibd to ibd

0.4%

DARROW WEALTH GROUP

Dec 31, 2025

Dec 15, 2025

ONTARIO, CA

Team lift out

Ibd to state RIA

0.4%

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Sep 18, 2024

Sep 16, 2024

TOLEDO, OH

Team lift out

Ibd to ibd

0.8%

TLG ADVISORS, INC.

Jun 6, 2024

Jan 1, 2025

LOS ANGELES, CA

Team lift out

Ibd to ibd

0.8%

EXENCIAL WEALTH ADVISORS

Nov 21, 2023

Nov 14, 2023

AUSTIN, TX

Team lift out

Ibd to RIA

0.6%

J. W. COLE ADVISORS, INC.

Oct 18, 2023

Sep 29, 2023

FAIRPORT, NY

Team lift out

Ibd to ibd

0.4%

TFB ADVISORS, LLC

Jun 30, 2023

Aug 10, 2022

OVERLAND PARK, KS

Team lift out

Ibd to RIA

3.2%

TFB ADVISORS, LLC

Jun 30, 2023

Aug 10, 2022

STILLWATER, OK

Team lift out

Ibd to RIA

0.4%

COHO ADVISORY SERVICES, LLC

Jun 27, 2023

Aug 2, 2023

ANCHORAGE, AK

Team lift out

Ibd to state RIA

0.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HORNOR, TOWNSEND & KENT, LLC

May 2, 2025

May 1, 2025

HAUPPAUGE, NY

Team lift out

Ibd to ibd

0.5%

VALIC FINANCIAL ADVISORS, INC.

Apr 1, 2024

Mar 19, 2024

BOCA RATON, FL

Team lift out

Ibd to ibd

0.2%

THE ASCENT GROUP, LLC

May 15, 2023

Mar 31, 2023

HOMEWOOD, AL

Team lift out

RIA to ibd

20.0%

THE ASCENT GROUP, LLC

May 15, 2023

May 4, 2023

VIRGINIA BEACH, VA

Team lift out

RIA to ibd

8.0%

20/20 CAPITAL MANAGEMENT, INC

Jan 2, 2019

Nov 1, 2021

COSTA MESA, CA

Team lift out

RIA to ibd

46.4%

ALLSTATE FINANCIAL ADVISORS, LLC

May 23, 2017

Nov 1, 2021

LINCOLN, NE

Team lift out

Other

1.2%