GB
Gary E. Barth
AMERITAS ADVISORY SERVICES
North Platte, NE 69101
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CRD#: 2466996
GB
Gary Elroy BarthAMERITAS ADVISORY SERVICES
Professional summary
Gary Elroy Barth, who also goes by Bary Elroy Barth, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in North Platte, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Kearney, Nebraska.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Gary has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Bary Elroy Barth
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 * BAB PROPERTIES LLC; SAME AS BRANCH; NON-INV REL; OWN PASTURE GROUND; START DATE=09/2008; HRS/MO=1; TRADING HRS/MO=1; NO DUTIES, JUST HUNTING GROUND * BARTH FINANCIAL; SAME AS BRANCH; INV REL; OWNER; Start Date=12/1994; HRS/MO=40; TRADING HRS/MO=40; Sales * KAUFMANN BUILDING LLC; SAME AS BRANCH; NON-INV REL; COMMERCIAL RENTAL PROPERTY; OWNER; START DATE=12/2010; HRS/MO=3; TRADING HRS/MO=3; COLLECT RENT * AMERITAS FINANCIAL CENTER; SAME AS BRANCH; INV REL; INSURANCE BUSINESS; AGENT; START DATE=12/1994; HRS/MO=40; TRADING HRS/MO=40; SELL INVESTMENTS AND INSURANCE PRODUCTS * BARTH FINANCIAL WEALTH MANAGEMENT GROUP; SAME AS BRANCH; INV REL; SALE OF INSURANCE PRODUCTS; PRESIDENT; START DATE=10/2014; HRS/MO=160; TRADING HRS/MO=120; SALES * Kaufmann Center LLC; same as branch; non-inv rel; owns the property at 2202 Central Ave Ste 8, Kearney and 620 N Alpha, Grand Island, also owns a claw machine; Owner; start date=06/2018; hrs/mo=1; trading hrs/mo=2; property manager manages Kearney building and I manage the Grand Island building * Central Financial Services; same as branch; inv rel; part of the Ameritas/Nebraska Financial Center; Agent; start date=02/2021; hrs/mo=0; trading hrs/mo=0; agent * NAIFA; 2901 Telestar Ct, Falls Church VA 22042; inv rel; membership in National Association of Insurance and Financial Advisors; Member; start date=10/1994; hrs/mo=1; trading hrs/mo=1; duties=none * Envision Wealth Network; inv rel; same as branch; Insurance services; Agent; start date=01/2024; hrs/mo=20; trading hrs/mo=16; Annuity and life insurance policy services and sales * Trinity LLC; same as branch; non-inv rel; real estate; Partner; start date=02/2026; hrs/mo=1; trading hrs/mo=1; own rental-purchase and remodel condos in downtown Lincoln NE
CRS (Client Relationship Summary) - RIA
Click below to view Gary Elroy Barth'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: 102 N Dewey St, North Platte, NE 69101Office #2: 620 North Alpha, Grand Island, NE 68803Office #3: 2202 Central Ave Ste 8, Kearney, NE 68847Office #4: 707 N Marian Rd, Hastings, NE 68901RIA
CRD#: 317245
North Platte, NE
Current
July 1, 1994 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 2202 Central Ave Ste 8, Kearney, NE 68847Office #2: 2915 2nd Ave, Kearney, NE 68847Office #3: 707 N Marian Rd, Hastings, NE 68901Office #4: 620 North Alpha, Grand Island, NE 68803BD
CRD#: 14869
KEARNEY, NE
Past
July 17, 1997 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
KEARNEY, 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(1/3/2017)
RR
Alaska(1/18/2006)
RR
Arizona(8/17/2006)
RR
Arkansas(5/22/2012)
RR
California(2/20/1998)
RR
Colorado(5/22/1996)
RR
Delaware(3/23/2020)
RR
Florida(10/17/2022)
RR
Georgia(10/8/2021)
RR
Idaho(2/9/2006)
RR
Illinois(8/15/2018)
RR
Indiana(1/14/2020)
RR
Iowa(5/20/2014)
RR
Kansas(11/13/1996)
RR
Kentucky(11/29/2018)
RR
Louisiana(8/31/2007)
RR
Michigan(3/5/2020)
RR
Minnesota(8/20/2010)
RR
Mississippi(7/24/2019)
RR
Missouri(10/17/1996)
RR
Montana(10/27/2020)
RR
Nebraska(7/1/1994)
IAR
Nebraska(11/1/2021)
RR
New Mexico(5/31/2016)
RR
New York(1/31/2022)
RR
North Carolina(5/17/2017)
RR
North Dakota(5/21/2008)
RR
Ohio(5/1/2017)
RR
Oklahoma(1/4/2012)
RR
Oregon(7/22/2019)
RR
South Carolina(4/29/2020)
RR
South Dakota(1/13/2005)
RR
Tennessee(5/8/2020)
RR
Texas(2/10/2009)
IAR
Texas(11/1/2021)
RR
Utah(7/17/2023)
RR
Virginia(1/30/2023)
RR
Washington(9/9/2010)
RR
Wisconsin(2/11/2020)
RR
Wyoming(7/7/2008)
Exams
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)Loading...
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
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.
