CP
Corey L. Poulosky
AMERITAS ADVISORY SERVICES
Omaha, NE 68114
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CRD#: 2403481
CP
Professional summary
Corey Lynn Poulosky is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Omaha, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.
Corey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Corey has worked at 6 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 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; *AMERITAS WEALTH ADVISORS; SAME AS BRANCH; INV REL; INSURANCE, INVESTMENT AND FINANCIAL PRODUCT SALES;GENERAL AGENT/REGISTERED PRINCIPAL; START DATE=03/1999; HRS/MO=50; TRADING HRS/MO=40; MANAGE DAY TO DAY OPERATION, RECRUIT, TRAIN AND SUPERVISE NEW AGENTS AND REGISTERED REPS; *POULOSKY AND ASSOCIATES INC; SAME AS BRANCH; INV REL; INSURANCE SALES; OWNER; START DATE=11/2009; HRS/MO=250; TRADING HRS/MO=200; GENERAL AGENT OF THE NEBRASKA FINANCIAL CENTER; *MIDWEST RESOURCE GROUP; SAME AS BRANCH; INV REL; INSURANCE AGENCY FOR FIXED, NON-UNIFI INSURANCE PRODUCTS; PRESIDENT; START DATE=01/2010; HRS/MO=2; TRADING HRS/MO=2; MANAGEMENT; *Summit Insurance Group; same as Omaha branch; non-inv rel; property & casualty insurance; Partner/Owner; start date=03/2018 end date = 8/2021; hrs/mo=0; trading hrs/mo=0; I am only a silent partner-I am to provide financial resources to help start the agency; *Central Financial Services; same as branch; inv rel; insurance sales and wealth management through AIC; President/General Agent; start date=01/2019; hrs/mo=200; trading hrs/mo=140; run day-to-day operations of a multi-faceted insurance and wealth management agency*The Essential Step; Non/Inv Rel; Same as Business; insurance licensing education and continuing education training company I am part owner my involvement is to help provide the financial support for the company; Partner; Start Date= 1/1/2019; Hrs/Mo=1; Trading Hrs/Mo=1; Provide seed money and the facility to hold the classes. * dba EnVision Wealth Network; 6355 S 56th St Lincoln, NE 68516; non-inv rel; umbrella for insurance business; President/General Agent; start date=10/2022; hrs/mo=200; trading hrs/mo=0; run day-to-day operations of a multi-faceted insurance and wealth management agency
CRS (Client Relationship Summary) - RIA
Click below to view Corey Lynn Poulosky'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: 440 Regency Parkway Dr Ste 147, Omaha, NE 68114Office #2: 6355 S 56th St, Lincoln, NE 68516RIA
CRD#: 317245
Omaha, NE
Current
April 1, 1999 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 6355 S 56th St, Lincoln, NE 68516Office #2: 440 Regency Parkway Dr Ste 147, Omaha, NE 68114BD
CRD#: 14869
Lincoln, NE
Past
July 17, 2000 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
February 11, 1998 - April 1, 1999
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
March 26, 1996 - February 6, 1998
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
January 3, 1995 - January 30, 1996
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
July 14, 1994 - October 25, 1994
FIRST LINCOLN INVESTMENTS, INC.
BD
CRD#: 7076
LINCOLN, NE
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(7/12/2019)
RR
Alaska(7/12/2019)
RR
Arizona(12/3/2009)
RR
Arkansas(7/12/2019)
RR
California(12/3/2009)
RR
Colorado(1/4/2010)
RR
Connecticut(7/12/2019)
RR
Delaware(10/31/2017)
RR
District of Columbia(12/3/2009)
RR
Florida(12/3/2009)
RR
Georgia(12/3/2009)
RR
Hawaii(7/12/2019)
RR
Idaho(8/1/2002)
RR
Illinois(12/3/2009)
RR
Indiana(7/12/2019)
RR
Iowa(12/3/2009)
RR
Kansas(12/3/2009)
RR
Kentucky(12/3/2009)
RR
Louisiana(7/12/2019)
RR
Maine(7/12/2019)
RR
Maryland(8/23/2016)
RR
Massachusetts(7/12/2019)
RR
Michigan(12/3/2009)
RR
Minnesota(12/3/2009)
RR
Mississippi(7/12/2019)
RR
Missouri(12/3/2009)
RR
Montana(7/12/2019)
RR
Nebraska(4/1/1999)
IAR
Nebraska(11/1/2021)
RR
Nevada(7/12/2019)
RR
New Hampshire(7/12/2019)
RR
New Jersey(1/4/2010)
RR
New Mexico(12/3/2009)
RR
New York(12/3/2009)
RR
North Carolina(12/17/2009)
RR
North Dakota(12/3/2009)
RR
Ohio(6/5/2013)
RR
Oklahoma(7/12/2019)
RR
Oregon(7/12/2019)
RR
Pennsylvania(12/3/2009)
RR
Rhode Island(3/5/2010)
RR
South Carolina(7/2/2015)
RR
South Dakota(12/3/2009)
RR
Tennessee(7/12/2019)
RR
Texas(12/3/2009)
IAR
Texas(11/1/2021)
RR
Utah(7/12/2019)
RR
Vermont(10/28/2013)
RR
Virginia(7/12/2019)
RR
Washington(12/3/2009)
RR
West Virginia(7/12/2019)
RR
Wisconsin(12/3/2009)
RR
Wyoming(12/3/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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)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#: 317245Omaha, NE 68114TRUST BUT VERIFY
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