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CRD 109381
LINCOLN, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN NEIL THOMPSON | n/a | Denton, NE | Lincoln, NE | 30 | 30 | n/a | yes |
| TINA JEAN UDELL | n/a | LINCOLN, NE | 26 | 28 | n/a | no |
| CATHERINE A ZEHR | n/a | Lincoln, NE | 25 | 27 | n/a | yes |
| JOSEPH MARTIN LIONBERGER | n/a | LINCOLN, NE | 23 | 24 | n/a | no |
| CHRISTA V BALLENGER | n/a | Lincoln, NE | LINCOLN, NE | 21 | 24 | 1 | yes |
| DUSTIN DAVID OTRADOVSKY | n/a | LINCOLN, NE | Lincoln, NE | 5 | 20 | n/a | yes |
| Kevin FRANCISCO Gomez | n/a | Lincoln, NE | 3 | 12 | 1 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AMERITAS HOLDING COMPANY | Owner | E | yes | 07/2007 | Mar 27, 2012 | Mar 21, 2024 |
| AMERITAS MUTUAL HOLDING COMPANY | Owner | E | yes | 01/1999 | Mar 27, 2013 | Mar 21, 2024 |
| CHRISTOPHERSEN, STEVEN, JAMES | Secretary | Na | yes | 01/2023 | Jan 26, 2023 | Mar 21, 2024 |
| KINSELLA, MATTHEW, JOHN | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | Na | yes | 03/2021 | Mar 26, 2021 | Mar 21, 2024 |
| UDELL, TINA, JEAN | DIRECTOR, CHAIR, PRESIDENT & CHIEF EXECUTIVE OFFICER | Na | yes | 01/2023 | Jan 26, 2023 | Mar 21, 2024 |
| WILKINSON, SUSAN, KAY | Director | Na | yes | 01/2017 | Mar 31, 2017 | Mar 21, 2024 |
| WU, MICHELE, XIAOMING | Director | Na | yes | 01/2024 | Jan 30, 2024 | Mar 21, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | n/a | Bd affiliated wealth | $14B | N | yes | n/a |
| AMERITAS INVESTMENT COMPANY, LLC | n/a | Former SEC adviser | $7.8B | N | yes | n/a |
| AMERITAS LIFE INSURANCE CORP. | n/a | n/a | n/a | N | yes | n/a |
| AMERITAS LIFE INSURANCE CORP. OF NEW YORK | n/a | n/a | n/a | N | yes | n/a |
| VARIABLE CONTRACTS AGENCY, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Cincinnati | Oh | United States | 13 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $29B | $25B | 51 | 33 | 1 | n/a | n/a |
| 2024 | Mar 24, 2025 | $27B | $23B | 51 | 33 | 1 | n/a | n/a |
| 2023 | Mar 21, 2024 | $25B | $21B | 50 | 30 | 1 | n/a | n/a |
| 2022 | Mar 21, 2023 | $23B | $19B | 50 | 32 | 1 | n/a | n/a |
| 2021 | Mar 11, 2022 | $23B | $20B | 51 | 35 | 1 | n/a | n/a |
| 2020 | Mar 26, 2021 | $21B | $18B | 51 | 33 | 1 | n/a | n/a |
| 2019 | Mar 26, 2020 | $20B | $17B | 51 | 33 | 1 | n/a | n/a |
| 2018 | Mar 28, 2019 | $18B | $15B | 54 | 31 | 1 | n/a | n/a |
| 2017 | Mar 30, 2018 | $18B | $15B | 54 | 31 | 1 | n/a | n/a |
| 2016 | Mar 31, 2017 | $17B | $14B | 52 | 26 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $16B | $14B | 50 | 28 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $15B | $13B | 46 | 25 | n/a | n/a | n/a |
| 2013 | Mar 20, 2014 | $13B | $12B | 49 | 26 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $12B | $10B | 48 | 16 | n/a | n/a | n/a |
| 2011 | Mar 27, 2012 | $11B | $9.8B | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $29B | $27B | 6.5% | $23B | 7.9% | 51 | 51 | 1 | 1 |