AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RK

Ronald C. Kerstetter

Some features on this profile are disabled
CRD#: 1123815
RK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ronald Charles Kerstetter, who also goes by Ronald C Kerstetter, was a registered financial professional .

Ronald is a previously registered financial professional and started their career in finance in 1983. Ronald had worked at 9 firms and has passed the Series 63, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ronald C Kerstetter

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 9, 2011 - December 3, 2013

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
MANASSAS, VA
Past

September 30, 2005 - February 1, 2010

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
MCLEAN, VA
Past

January 8, 2004 - October 3, 2005

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

September 11, 1997 - January 23, 2004

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

October 31, 1990 - September 9, 1997

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

March 23, 1989 - November 5, 1990

INVESTORS SECURITY COMPANY, INC.

BD
CRD#: 2331
SUFFOLK, VA
Past

May 6, 1988 - October 20, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

May 13, 1987 - May 18, 1988

OSAIC FS, INC.

BD
CRD#: 3870
Past

November 21, 1984 - May 2, 1987

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
Past

June 3, 1983 - August 6, 1984

NYLIFE SECURITIES LLC

BD
CRD#: 5167

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/14/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AI
AMERITAS INVESTMENT COMPANY, LLC
AMERITAS ADVISORY SERVICES | THE ADVISORS GROUP (TAG) | SOWER SECURITIES CORP. | BLN INVESTMENT CORP. | AMERITAS INVESTMENT CORP. | AMERITAS INVESTMENT CORP | AMERITAS INVESTMENT COMPLANY, LLC | AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869 / SEC#: 801-undefined, 8-31296

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
5900 "o" Street, Lincoln, NE 68510
Mailing Address
Po Box 5507, Lincoln, NE 68505-0507
Phone number
(800) 335-9858
Established
Nebraska since 04/10/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (9/16/2021)

Direct owners and executive officers


NamePositionCRD#
AMERITAS LIFE INSURANCE CORP.BENEFICIAL OWNER
BEASLEY, RYAN CHARLESMEMBER BOARD OF DIRECTORS2943009
BERTHOLD, RICHARD AARONVICE PRESIDENT, OPERATIONS4433172
BIEL, ROLLIN LYNNFINANCIAL AND OPERATIONS PRINCIPAL5101711
HALVERSON, KELLY JAYMEMBER BOARD OF DIRECTORS7977580
KINSELLA, MATTHEW JOHNCHIEF COMPLIANCE OFFICER5217108
KORTE, BRENT FRAZIERMEMBER BOARD OF DIRECTORS4808103
ROBSON, JEREMY MICHAELPRESIDENT AND MEMBER BOARD OF DIRECTORS4147931
SCHUBAUER, TYLER JOSEPHCORPORATE SECRETARY6392775
SHERFFIUS, MARIA ELIZABETHSECOND VICE PRESIDENT - COMPLIANCE OFFICER2726500
WU, MICHELE XIAOMINGMEMBER BOARD OF DIRECTORS7863936

Disclosures


Regulatory Event21
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

TRUST BUT VERIFY

Monitor Ronald Kerstetter

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics