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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

AMERITAS ADVISORY SERVICES, LLC

CRD 316900

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:e96cfa94-1aca-0085-dfde-f462d7d4cbd0

Data as of Oct 1, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 3
Observed: Oct 1, 2021 to Oct 1, 2021
2 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

AMERITAS ADVISORY SERVICES

Registered adviser · shared crd

Venture Capitalidentity

Ameritas Investment Company LLC

Venture manager · shared crd

Allocatorsidentity

Ameritas Advisory Services

Investment consultant · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $7.8BItem 5.F on the latest filing (2021-10-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.1B
Private client RAUM: $7.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 611
Advisory employees: 517
Offices: 25Schedule D 1.F, beyond the principal office
Accounts: 27,982
Individual clients: 20,584
High net worth clients: 1,226
Custody, client assets: $5.5B
SEC number: 801-122600
CRD: 316900
Filings on the tape: 2
First filed: Oct 1, 2021
Latest filed: Oct 1, 2021
Organised: Limited Liability Company, Nebraska

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 HOLDING COMPANY	Owner	E	yes	01/1999	Oct 1, 2021	Oct 1, 2021
AMERITAS LIFE INSURANCE CORP.	Owner	E	yes	01/2020	Oct 1, 2021	Oct 1, 2021
AMERITAS MUTUAL HOLDING COMPANY	Owner	E	yes	01/1999	Oct 1, 2021	Oct 1, 2021
BEASLEY, RYAN, CHARLES	MEMBER, BOARD OF DIRECTORS	Na	yes	01/2020	Oct 1, 2021	Oct 1, 2021
GROSSER, CONNIE, SUE	VICE PRESIDENT, WEALTH MANAGEMENT & INVESTMENT SERVICES	Na	yes	01/2020	Oct 1, 2021	Oct 1, 2021
KINSELLA, MATTHEW, JOHN	VICE PRESIDENT & CHIEF COMPLIANCE OFFICER	Na	yes	10/2020	Oct 1, 2021	Oct 1, 2021
Korte, Brent, Frazier	MEMBER, BOARD OF DIRECTORS	Na	yes	01/2020	Oct 1, 2021	Oct 1, 2021
NAGENGAST, HEATHER, JILL	President	Na	yes	08/2021	Oct 1, 2021	Oct 1, 2021
Neighbors, Christine, Miller	CORPORATE SECRETARY	Na	yes	01/2020	Oct 1, 2021	Oct 1, 2021
SHERFFIUS, MARIA, ELIZABETH	SECOND VICE PRESIDENT, COMPLIANCE	Na	yes	01/2020	Oct 1, 2021	Oct 1, 2021
WILKINSON, SUSAN, KAY	MEMBER, BOARD OF DIRECTORS	Na	yes	01/2020	Oct 1, 2021	Oct 1, 2021

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	n/a	n/a	N	yes	n/a
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
SAN RAMON	CA	United States	21	yes
OVERLAND PARK	Ks	United States	18	yes
Cincinnati	Oh	United States	13	yes
Perrysburg	Oh	United States	13	yes
Melville	NY	United States	12	yes
Homewood	Al	United States	10	yes
Lincoln	Ne	United States	10	yes
SAN FRANCISCO	CA	United States	9	yes
Lincoln	Ne	United States	8	yes
Omaha	Ne	United States	8	yes
Dallas	TX	United States	8	yes
Wayne	Pa	United States	7	yes
Folsom	CA	United States	6	yes
BOCA RATON	FL	United States	6	yes
Pittsburgh	Pa	United States	6	yes
VIRGINIA BEACH	Va	United States	6	yes
Flagstaff	Az	United States	5	yes
SAN JOSE	CA	United States	5	yes
Carmel	In	United States	5	yes
Chesterfield	Mo	United States	5	yes
Greensboro	Nc	United States	5	yes
Worthington	Oh	United States	5	yes
Memphis	Tn	United States	5	yes
Fremont	Ne	United States	4	yes
Indiana	Pa	United States	4	yes

Relationships

Affiliated with (1)

→ AMERITAS INVESTMENT PARTNERS, INC.Registered adviserother investment adviser, bank, common control
factForm ADV

Controls (11)

← GROSSER, CONNIE, SUEOwnerVICE PRESIDENT, WEALTH MANAGEMENT & INVESTMENT SERVICES, ownership code NA, individual
Oct 1, 2021 to presentfactForm ADV
← SHERFFIUS, MARIA, ELIZABETHOwnerSECOND VICE PRESIDENT, COMPLIANCE, ownership code NA, individual
Oct 1, 2021 to presentfactForm ADV
← BEASLEY, RYAN, CHARLESOwnerMEMBER, BOARD OF DIRECTORS, ownership code NA, individual
Oct 1, 2021 to presentfactForm ADV
← Korte, Brent, FrazierOwnerMEMBER, BOARD OF DIRECTORS, ownership code NA, individual
Oct 1, 2021 to presentfactForm ADV
← KINSELLA, MATTHEW, JOHNOwnerVICE PRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 1, 2021 to presentfactForm ADV
← NAGENGAST, HEATHER, JILLOwnerPRESIDENT, ownership code NA, individual
Oct 1, 2021 to presentfactForm ADV
← WILKINSON, SUSAN, KAYOwnerMEMBER, BOARD OF DIRECTORS, ownership code NA, individual
Oct 1, 2021 to presentfactForm ADV
← Neighbors, Christine, MillerOwnerCORPORATE SECRETARY, ownership code NA, individual
Oct 1, 2021 to presentfactForm ADV
← AMERITAS HOLDING COMPANYOwnerOWNER, ownership code E, domestic entity
Oct 1, 2021 to presentfactForm ADV
← AMERITAS LIFE INSURANCE CORP.OwnerOWNER, ownership code E, domestic entity
Oct 1, 2021 to presentfactForm ADV
← AMERITAS MUTUAL HOLDING COMPANYOwnerOWNER, ownership code E, domestic entity
Oct 1, 2021 to presentfactForm ADV

Dated events

Occurred
Oct 1, 2021
Succession filed (Item 4)
Ameritas Advisory Services, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Oct 1, 2021
First Form ADV filing
Ameritas Advisory Services, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e96cfa94-1aca-0085-dfde-f462d7d4cbd0
First observed: Oct 1, 2021
Last observed: Oct 1, 2021 60 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 316900

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:e96cfa94-1aca-0085-dfde-f462d7d4cbd0

Data as of Oct 1, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:30 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMERITAS HOLDING COMPANY

Owner

yes

01/1999

Oct 1, 2021

AMERITAS LIFE INSURANCE CORP.

Owner

yes

01/2020

Oct 1, 2021

AMERITAS MUTUAL HOLDING COMPANY

Owner

yes

01/1999

Oct 1, 2021

BEASLEY, RYAN, CHARLES

MEMBER, BOARD OF DIRECTORS

yes

01/2020

Oct 1, 2021

GROSSER, CONNIE, SUE

VICE PRESIDENT, WEALTH MANAGEMENT & INVESTMENT SERVICES

yes

01/2020

Oct 1, 2021

KINSELLA, MATTHEW, JOHN

VICE PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

10/2020

Oct 1, 2021

Korte, Brent, Frazier

MEMBER, BOARD OF DIRECTORS

yes

01/2020

Oct 1, 2021

NAGENGAST, HEATHER, JILL

President

yes

08/2021

Oct 1, 2021

Neighbors, Christine, Miller

CORPORATE SECRETARY

yes

01/2020

Oct 1, 2021

SHERFFIUS, MARIA, ELIZABETH

SECOND VICE PRESIDENT, COMPLIANCE

yes

01/2020

Oct 1, 2021

WILKINSON, SUSAN, KAY

MEMBER, BOARD OF DIRECTORS

yes

01/2020

Oct 1, 2021

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

yes

n/a

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

SAN RAMON

United States

yes

OVERLAND PARK

United States

yes

Cincinnati

United States

yes

Perrysburg

United States

yes

Melville

United States

yes

Homewood

United States

yes

Lincoln

United States

yes

SAN FRANCISCO

United States

yes

Lincoln

United States

yes

Omaha

United States

yes

Dallas

United States

yes

Wayne

United States

yes

Folsom

United States

yes

BOCA RATON

United States

yes

Pittsburgh

United States

yes

VIRGINIA BEACH

United States

yes

Flagstaff

United States

yes

SAN JOSE

United States

yes

Carmel

United States

yes

Chesterfield

United States

yes

Greensboro

United States

yes

Worthington

United States

yes

Memphis

United States

yes

Fremont

United States

yes

Indiana

United States

yes