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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

Olivia M Lupfer

Advisor at AMERITAS ADVISORY SERVICES, LLC

EXETER, CA | O'FALLON, MO

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Search this name across graphsid dfx:ria:c2550eec-66f9-e896-78e5-21692ec4a300

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 4, 2019 to Sep 14, 2026

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

Current firm: AMERITAS ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 8, 2019
First registration: Apr 4, 2019
Dual registered: yes, broker-dealer
Other names: Olivia M Wheeler
IAPD individual key: 6979559

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Jul 14, 2026	n/a	yes	EXETER, CA\|O'FALLON, MO	Current employment
THRIVENT ADVISOR NETWORK, LLC	Bd affiliated wealth	May 8, 2026	Jul 15, 2026	no	O'Fallon, MO\|MINNEAPOLIS, MN	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Apr 12, 2024	May 8, 2026	no	MINNEAPOLIS, MN\|O'Fallon, MO	Previous registration
MOLONEY SECURITIES ASSET MANAGEMENT LLC	Former SEC adviser	Aug 3, 2020	Mar 20, 2024	no	MANCHESTER, MO\|Manchester, MO	Previous registration
FIRST HEARTLAND CONSULTANTS, INC.	Bd affiliated wealth	Apr 4, 2019	Jul 30, 2020	no	LAKE ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THRIVENT ADVISOR NETWORK, LLC	AMERITAS ADVISORY SERVICES, LLC	Jul 15, 2026	Jul 14, 2026	-1	Firm change	Ibd to ibd
THRIVENT INVESTMENT MANAGEMENT INC.	THRIVENT ADVISOR NETWORK, LLC	May 8, 2026	May 8, 2026	0	Channel change	Ibd to ibd
MOLONEY SECURITIES ASSET MANAGEMENT LLC	THRIVENT INVESTMENT MANAGEMENT INC.	Mar 20, 2024	Apr 12, 2024	23	Firm change	Ibd to ibd
FIRST HEARTLAND CONSULTANTS, INC.	MOLONEY SECURITIES ASSET MANAGEMENT LLC	Jul 30, 2020	Aug 3, 2020	4	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ THRIVENT ADVISOR NETWORK, LLCRegistered adviserregistration: previous registration
May 8, 2026 to Jul 15, 2026factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Apr 12, 2024 to May 8, 2026factForm ADV
→ MOLONEY SECURITIES ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Aug 3, 2020 to Mar 20, 2024factForm ADV
→ FIRST HEARTLAND CONSULTANTS, INC.Registered adviserregistration: previous registration
Apr 4, 2019 to Jul 30, 2020factForm ADV

Dated events

Occurred
Jul 15, 2026
Advisor changed firm
Olivia M Lupfer left Thrivent Advisor Network, Llc for Ameritas Advisory Services, Llc (registered 2026-07-14)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2024
Advisor changed firm
Olivia M Lupfer left Moloney Securities Asset Management Llc for Thrivent Investment Management Inc. (registered 2024-04-12)
Form ADVobserved 4 days ago