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BF

Bradley J. Frane

AMERITAS ADVISORY SERVICES
St Louis Park, MN 55416
Some features on this profile are disabled
CRD#: 1983385
BF

Professional summary

Bradley Jay Frane, ChFC®, CLU®, who also goes by Brad Frane, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in St Louis Park, Minnesota and AMERITAS INVESTMENT COMPANY, LLC located in St. Louis Park, Minnesota.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Bradley has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brad Frane

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.
MIDWEST SECURE RETIREMENT; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; PRESIDENT; START DATE=01/2014; HRS/MO=160; TRADING HRS/MO=90; OVERSEE, RECRUIT, SELECT AND TRAIN FINANCIAL ADVISORS * dba MIDWEST SECURE RETIREMENT LLC; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; PRESIDENT; START DATE=04/2013; HRS/MO=160; TRADING HRS/MO=160; RECRUIT, SELECT, TRAIN AND SUPERVISE A TEAM OF AGENT/ADVISORS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Jay Frane'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®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 5775 Wayzata Blvd Ste 700, St Louis Park, MN 55416
RIA
CRD#: 317245
St Louis Park, MN
Current

April 13, 2021 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 5775 Wayzata Blvd Ste 700, St. Louis Park, MN 55416
BD
CRD#: 14869
St. Louis Park, MN
Past

April 14, 2021 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
ST. LOUIS PARK, MN
Past

October 14, 2014 - December 31, 2020

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
SAINT LOUIS PARK, MN
Past

September 16, 2014 - December 31, 2020

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
SAINT LOUIS PARK, MN
Past

May 18, 2012 - March 20, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
MINNETONKA, MN
Past

August 29, 2011 - January 13, 2012

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
BLOOMINGTON, MN
Past

March 20, 2008 - August 25, 2010

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
PLYMOUTH, MN
Past

November 27, 2002 - September 6, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

September 7, 1989 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

September 7, 1989 - September 13, 2000

PRUCO SECURITIES, LLC.

BD
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".
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
Minnesota
(4/14/2021)
IAR
Minnesota
(11/1/2021)
RR
Wisconsin
(4/14/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/25/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/4/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/30/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/6/1989
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/28/2015
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 9/22/1995
Investment Company Products/Variable Contracts Principal Examination
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)
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 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
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.

Company Information

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245St Louis Park, MN 55416

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