Robert P. Haskins

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CRD#: 1898760

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.

Robert Paul Haskins, who also goes by Rob Haskins, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1997. Robert had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Rob Haskins

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.

RHB ADVISORS; SAME AS BRANCH; INV REL; INVESTMENT ADVISORY/REGISTERED REP; OWNER/FINANCIAL ADVISOR; START DATE=08/2021; HRS/MO=60; TRADING HRS/MO=60; ANALYZE & ADVISE ON INVESTMENTS, ANNUITIES, & MANAGED ASSET PORFOLIOS * RH BENEFITS INSURANCE SERVICES INC.; SAME AS BRANCH; INV REL; INSURANCE AGENCY; PRESIDENT; START DATE=11/2015; HRS/MO=80; TRADING HRS/MO=80; MARKETING/SERVICING CLIENTS, RECRUITING & MENTORING AGENTS * CAPSTONE FINANCIAL GROUP; 620 COOLIDGE DR STE 165, FOLSOM, CA, 95630; INV REL; INSURANCE AGENCY; AGENT; START DATE=08/2021; HRS/MO=120; TRADING HRS/MO=80; WRITE LIFE, DISABILITY INSURANCE

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

November 1, 2021 - July 28, 2022

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

TEMECULA, CA

Past

October 4, 2021 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

TEMECULA, CA

Past

October 4, 2021 - July 28, 2022

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

TEMECULA, CA

Past

November 13, 2017 - August 11, 2021

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

CORONA, CA

Past

November 10, 2017 - August 11, 2021

ONEAMERICA SECURITIES, INC.

CRD#: 4173

CORONA, CA

Past

June 1, 2015 - December 8, 2015

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

ONTARIO, CA

Past

September 22, 2014 - December 8, 2015

PRUCO SECURITIES, LLC.

CRD#: 5685

ONTARIO, CA

Past

June 26, 2012 - September 13, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

RIVERSIDE, CA

Past

November 29, 2010 - June 15, 2012

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

MURRIETA, CA

Past

October 9, 2007 - April 23, 2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

NEWPORT BEACH, CA

Past

March 10, 2000 - December 14, 2000

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

April 21, 1999 - February 14, 2000

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

July 13, 1998 - February 4, 1999

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

May 9, 1997 - June 29, 1998

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/20/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/29/2010

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: 11/27/2010

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/30/1998

Investment Company Products/Variable Contracts Principal Examination

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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Firm Stability Insights

Robert P. Haskins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

NYLIFE SECURITIES LLC

MSI FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

WMA SECURITIES, INC.

EQUITY SERVICES, INC.

PRUCO SECURITIES, LLC.

WMA SECURITIES, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/20/2015

Series 63

Date: 11/29/2010

SIE

Date: 10/1/2018

Series 6

Date: 11/27/2010

Series 26

Date: 4/30/1998

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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