Member, Board of Directors · Ameritas Advisory Services, LLC
Kelly J. Halverson
CRD 7977580 · Named on Form ADV at one SEC-registered adviser
At a glance
Ameritas Advisory Services, LLC, an SEC-registered wealth manager based in Lincoln, NE with $13.7 billion in regulatory assets, lists Kelly J. Halverson on its Form ADV as Member, Board of Directors, a control person.
Firms and roles
- Ameritas Advisory Services, LLCMember, Board of DirectorsWealth manager · Lincoln, NE · $14B in regulatory assets
AtlasMembers
Kelly’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Ryan C. BeasleyMember, Board of Directors, Ameritas Advisory Services, LLC
- Matthew J. KinsellaVice President & Chief Compliance Officer, Ameritas Advisory Services, LLC
- Richard A. BertholdVice President, Service & Operations, Ameritas Advisory Services, LLC
- Jeremy M. RobsonPresident, Ameritas Advisory Services, LLC
- Michele X. WuBoard of Directors, Ameritas Advisory Services, LLC
3 more people named with Kelly on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.