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MS

Michael E. Shoemaker

AMERITAS ADVISORY SERVICES
LINCOLN, NE 68510
Some features on this profile are disabled
CRD#: 1548095
MS

Professional summary


Michael Eugene Shoemaker, who also goes by Michael E Shoemaker, Michael Shoemaker, Mike Shoemaker, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Michael has worked at 5 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 3 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael E Shoemaker | Michael Shoemaker | Mike Shoemaker

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.
VELOCIDAD, LLC; SAME AS RESIDENCE; NON-INV REL; VINTAGE CARS AND OTHER LIFESTYLE RELATED OPPORTUNITIES (RESTAURANTS, BARS...); OWNER; START DATE=05/2017; HRS/MO=20; TRADING HRS/MO=0; LOOKING FOR UNDERVALUED VINTAGE CARS, RESTAURANTS, OR BARS AS A PERSONAL INVESTMENT * Team MB LLC; 200 S 21st St Ste 400, Lincoln NE 68510; non-inv rel; internet branding; Partner; start date=11/2021; hrs/mo=0; trading hrs/mo=0; no responsibilities-business run by partner

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Eugene Shoemaker'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: 5900 O Street, Lincoln, NE 68510
RIA
CRD#: 317245
LINCOLN, NE
Current

June 26, 1998 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 5900 "o" Street, Lincoln, NE 68510-2234
BD
CRD#: 14869
Lincoln, NE
Past

December 6, 2013 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
Lincoln, NE
Past

February 16, 1996 - June 8, 1998

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

November 5, 1987 - March 22, 1996

FIRSTIER SECURITIES, INC.

BD
CRD#: 17714
Past

January 21, 1987 - July 21, 1987

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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".
AA
AMERITAS ADVISORY SERVICES, LLC
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.
RR
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

RR
Arizona
(3/17/2016)
RR
Arkansas
(2/1/2017)
RR
California
(12/3/1999)
RR
Colorado
(11/19/2001)
RR
Connecticut
(3/23/2001)
RR
Delaware
(11/3/2015)
RR
Florida
(5/8/2003)
RR
Georgia
(6/27/2025)
RR
Idaho
(5/23/2019)
RR
Illinois
(12/3/1999)
RR
Iowa
(5/23/2019)
RR
Kansas
(3/5/2003)
RR
Louisiana
(6/25/2014)
RR
Maryland
(5/23/2019)
RR
Massachusetts
(3/23/2001)
RR
Michigan
(3/23/2001)
RR
Minnesota
(12/3/1999)
RR
Mississippi
(9/12/2017)
RR
Missouri
(3/5/2003)
RR
Nebraska
(6/26/1998)
IAR
Nebraska
(11/1/2021)
RR
Nevada
(4/6/2011)
RR
New Jersey
(8/30/2001)
RR
New York
(12/3/1999)
RR
North Carolina
(7/29/2016)
RR
Ohio
(3/26/2001)
RR
Oklahoma
(5/23/2019)
RR
Oregon
(5/23/2019)
RR
Pennsylvania
(3/23/2001)
RR
South Dakota
(5/23/2019)
RR
Texas
(1/8/1999)
RR
Virginia
(8/22/2018)
RR
Wisconsin
(3/23/2001)
RR
Wyoming
(5/23/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/26/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AA
AMERITAS ADVISORY SERVICES, LLC
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)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management


Total Number of Accounts41,501
AUM (Assets Under Management)$ 11,506,548,514

Accountant surprise examination report


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

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 ADVISORY SERVICES, LLC

CRD#: 317245Lincoln, NE 68510

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