Sheryl J. Klehr-ottinger

AMERITAS ADVISORY SERVICES

MEMPHIS, TN 38120

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CRD#: 1314126

Professional summary

Sheryl Jean Klehr-ottinger, who also goes by Sheryl Jean Klehr, Sheryl Jean Klehrottinger, Sheryl Jean Kline, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Memphis, Tennessee and AMERITAS INVESTMENT COMPANY, LLC located in Memphis, Tennessee.

Sheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Sheryl has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sheryl Jean Klehr | Sheryl Jean Klehrottinger | Sheryl Jean Kline

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.

LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *UCL FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE SALES; INSURANCE PRODUCER; START DATE = 08/2013; HRS/MO = 200; TRADING HRS/MO = 160; INSURANCE SALES; *UNITED WEALTH ADVISORS GROUP, LLC (UWAG); SAME AS BRANCH; INV REL; MARKETING INSURANCE PRODUCTS; AGENT; START DATE=02/2017; HRS/MO=0; TRADING HRS/MO=0; NO DUTIES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheryl Jean Klehr-ottinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 1755 N Kirby Pkwy, Memphis, TN 38120

RIA

CRD#: 317245

MEMPHIS, TN

Current

September 16, 2013 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 1755 N. Kirby Parkway Suite 300, Memphis, TN 38120

CRD#: 14869

Memphis, TN

Past

August 31, 2018 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

LINCOLN, NE

Past

January 7, 2000 - January 13, 2006

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

KNOXVILLE, TN

Past

February 10, 1999 - January 12, 2000

CARILLON INVESTMENTS, INC.

CRD#: 14646

CINCINNATI, OH

Past

March 5, 1992 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

March 5, 1992 - February 25, 1999

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

October 30, 1984 - January 2, 1992

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(3/22/2016)

California
(11/3/2020)

Minnesota
(10/20/2014)

Mississippi
(3/2/2016)

Tennessee
(11/20/2013)

IAR

Tennessee
(11/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/6/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/15/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/16/2013

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

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.

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Sheryl J. Klehr-ottinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheryl Jean Klehr-ottinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

SECURITIES SERVICE NETWORK, LLC

CARILLON INVESTMENTS, INC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/2018

Series 63

Date: 11/15/2013

SIE

Date: 10/1/2018

Series 6

Date: 9/16/2013

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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