PW
Peter L. Way
AMERITAS ADVISORY SERVICES
W Des Moines, IA 50266
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CRD#: 2429804
PW
Professional summary
Peter Leroy Way is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in W Des Moines, Iowa and AMERITAS INVESTMENT COMPANY, LLC located in W Des Moines, Iowa.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Peter has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 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.
KINGSGATE; SAME AS BUSINESS; INV REL; ESTABLISHED, PRIVATELY RUN HEALTH INSURANCE BROKER; AGENT; START DATE=10/2010; HRS/MO=2; TRADING HRS/MO=2; PROVIDE INDIVIDUAL AND GROUP HEALTH INSURANCE PRODUCTS AS WELL AS MEDICARE SUPPLEMENT INSURANCE * CENTRAL FINANCIAL GROUP; SAME AS BUSINESS; INV REL; FIXED INSURANCE AND ANNUITY SALES; AGENT; START DATE=12/2004; HRS/MO=20; TRADING HRS/MO=20; FIXED INSURANCE AND ANNUITY SALES * Granite Financial Solutions, LLC; same as branch; inv rel; provide financial consultation services including the sale of annuities, life, LTC and disability insurance products, provide advice concerning securities products including the sale of IAR products, conduct sales of commissionable investment products such as mutual funds, UITs, structured products, REITs, variable annuities; Financial Consultant; start date=08/2017; hrs/mo=60; trading hrs/mo=60; sales of various insurance and investment products
CRS (Client Relationship Summary) - RIA
Click below to view Peter Leroy Way'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: 1200 Valley West Dr Ste 403, W Des Moines, IA 50266RIA
CRD#: 317245
W Des Moines, IA
Current
December 15, 2004 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 1200 Valley West Dr Ste 403, W Des Moines, IA 50266BD
CRD#: 14869
W Des Moines, IA
Past
April 21, 2016 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
Johnston, IA
Past
June 18, 2003 - January 4, 2005
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
January 26, 1994 - July 1, 2003
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
MINNEAPOLIS, MN
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(8/13/2014)
RR
Florida(10/25/2017)
RR
Iowa(12/15/2004)
IAR
Iowa(11/1/2021)
RR
Kansas(5/21/2021)
RR
Minnesota(9/6/2017)
RR
Missouri(8/16/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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#: 317245W Des Moines, IA 50266TRUST BUT VERIFY
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