MM
Merle D. Miller
AMERITAS ADVISORY SERVICES
IOWA CITY, IA 52240
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CRD#: 2218525
MM
Professional summary
Merle Dean Miller is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Iowa City, Iowa and AMERITAS INVESTMENT COMPANY, LLC located in Iowa City, Iowa.
Merle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Merle has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 TO SELL FIXED INSURANCE PRODUCTS * LD INVESTMENTS INC; SAME AS RESIDENCE; NON-INV REL; RENTAL REAL ESTATE; OWNER; START DATE=12/1989; HRS/MO=5; TRADING HRS/MO=0; LANDLORD * HAWKEYE BROKERAGE CENTER; SAME AS BRANCH; INV REL; INSURANCE RELATED ACTIVITIES; OWNER/AGENT; START DATE=12/1989; HRS/MO=160; TRADING HRS/MO=100; MANAGING DAY-DAY ACTIVITIES, INCLUDING MEETING WITH CLIENTS & SOLVING THEIR NEEDS * MIDWEST FINANCIAL SOLUTIONS LLC; SAME AS BRANCH; INV REL; INSURANCE AGENCY; GENERAL AGENT/OWNER OF AGENCY; START DATE=12/1989; HRS/MO=50; TRADING HRS/MO=50; RECRUIT NEW AGENTS, HELP AGENTS IN AGENCY WITH PRODUCT INFORMATION, BUSINESS PLAN * PARKVIEW APARTMENTS LLC; SAME AS RESIDENCE; NON-INV REL; RENTAL PROPERTIES; OWNER; START DATE=09/2011; HRS/MO=5; TRADING HRS/MO=0; MANAGING BUILDINGS/PROPERTIES * LYNN DEAN INVESTMENTS LLC; 109 1ST ST KALONA IA; NON/INV REL; SINGLE MEMBER LLC REAL ESTATE HOLDING; START DATE=12/2016; HRS/MO=10; TRADING HRS/MO=0; COMMERCIAL RENTAL PROPERTY * MYPS-LLC; same as branch; non-inv rel; rental property; Owner; start date=12/2008; hrs/mo=5; trading hrs/mo=0; owner/investor * Miller Learning Center; sames as branch; non-inv rel; educational classes; Owner; start date=05/1994; hrs/mo=35; trading hrs/mo=0; teaching the fundamentals of retirement planning * RiverCrossing LLC; same as branch; non-inv rel; land; Owner; start date=7/2010; hrs/mo=0; trading hrs/mo=0; no duties * Camden Investments, LLC; same as branch; non-inv rel; second home; Owner; start date=06/2001; hrs/mo=0; trading hrs/mo=0; LLC owns second home * Keokuk Investments, LLC; same as branch; non-inv rel; rental property; Owner; start date=04/1998; hrs/mo=0; trading hrs/mo=0; LLC owns my office building * Ridge Street Properties, LLC; same as branch; non-inv rel; rental property; Owner; start date=10/2004; hrs/mo=5; trading hrs/mo=0; owner * M Miller Properties, LLC; same as branch; non-inv rel; rental property; Owner; start date=08/2010; hrs/mo=0; trading hrs/mo=0; owner * Kalona Golf Club, Inc; non inv rel; same as branch; Golf course; President; start date=01/2023; hrs/mo=2; trading hrs/mo=0; Attend monthly board meetings to discuss various topics as it relates to the management & daily operations of the golf course
CRS (Client Relationship Summary) - RIA
Click below to view Merle Dean Miller's 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®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 2010 Keokuk St, Iowa City, IA 52240RIA
CRD#: 317245
IOWA CITY, IA
Current
April 17, 2000 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 2010 Keokuk St, Iowa City, IA 52240BD
CRD#: 14869
IOWA CITY, IA
Past
July 3, 2000 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
May 12, 1992 - April 26, 2000
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
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
Alabama(7/10/2019)
RR
Alaska(11/28/2011)
RR
Arizona(11/27/2000)
RR
Arkansas(1/12/2017)
RR
California(4/17/2000)
RR
Colorado(6/24/2003)
RR
Connecticut(11/30/2000)
RR
Delaware(10/14/2016)
RR
District of Columbia(7/10/2019)
RR
Florida(4/17/2000)
RR
Georgia(12/5/2011)
RR
Hawaii(7/10/2019)
RR
Idaho(7/10/2019)
RR
Illinois(4/17/2000)
RR
Indiana(5/10/2011)
RR
Iowa(4/17/2000)
IAR
Iowa(11/1/2021)
RR
Kansas(10/4/2001)
RR
Kentucky(7/10/2019)
RR
Louisiana(11/19/2013)
RR
Maryland(9/11/2013)
RR
Massachusetts(7/10/2019)
RR
Michigan(6/14/2019)
RR
Minnesota(4/17/2000)
RR
Mississippi(7/10/2019)
RR
Missouri(4/17/2000)
RR
Montana(11/15/2013)
RR
Nebraska(6/15/2012)
RR
Nevada(2/1/2001)
RR
New Jersey(1/3/2023)
RR
New Mexico(1/3/2023)
RR
New York(7/10/2019)
RR
North Carolina(1/31/2014)
RR
North Dakota(7/10/2019)
RR
Ohio(8/9/2002)
RR
Oklahoma(7/10/2019)
RR
Oregon(7/10/2019)
RR
Pennsylvania(7/10/2019)
RR
South Carolina(7/10/2019)
RR
South Dakota(7/10/2019)
RR
Tennessee(7/10/2019)
RR
Texas(4/17/2000)
IAR
Texas(7/15/2023)
RR
Utah(7/10/2019)
RR
Vermont(5/10/2013)
RR
Virginia(11/15/2000)
RR
Washington(4/17/2000)
RR
West Virginia(5/26/2017)
RR
Wisconsin(4/17/2000)
RR
Wyoming(7/10/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)Upgrade to AdvisorCheck Premium
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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
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 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Iowa City, IA 52240TRUST BUT VERIFY
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