RM
Robert F. Mahnke
AMERITAS ADVISORY SERVICES
Roseville, CA 95678
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CRD#: 2476803
RM
Professional summary
Robert Francis Mahnke is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Roseville, California and AMERITAS INVESTMENT COMPANY, LLC located in Roseville, California.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 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 FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS * CENCO INSURANCE MARKETING CORP; SAME AS BRANCH; INV REL; INSURANCE BROKERAGE WITH SEVERAL CARRIERS AND LINES OF BUSINESS INCLUDING LIFE, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES; MARKETING ADVISOR; START DATE=02/2002; HRS/MO=120; TRADING HRS/MO=80; PRODUCT SELECTION AND CASE DESIGN SUPPORT FOR VARIETY OF INSURANCE NEEDS INCLUDING BUSINESS INSURANCE, ESTATE PLANNING, INCOME REPLACEMENT, FINAL EXPENSES AND RETIREMENT INCOME PLANNING * InFocus Financial Strategies; same as branch; inv rel; provide wealth management services and investment products as IAR with AIC, as well as fixed insurance, life, disability, long term care and annuities to retail clients; Affiliated Advisor; start date=04/2016; hrs/mo=100; trading hrs/mo=80; provide wealth management services and investment products as IAR with AIC, as well as fixed insurance, life, disability, long term care and annuities to retail clients
CRS (Client Relationship Summary) - RIA
Click below to view Robert Francis Mahnke'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: 1219 Pleasant Grove Blvd Ste 100, Roseville, CA 95678RIA
CRD#: 317245
Roseville, CA
Current
January 30, 2002 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 1219 Pleasant Grove Blvd Ste 100, Roseville, CA 95678BD
CRD#: 14869
Roseville, CA
Past
April 5, 2002 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
SACRAMENTO, CA
Past
June 8, 1998 - February 1, 2002
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Past
January 31, 1997 - February 18, 1998
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 31, 1997 - February 18, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
May 12, 1994 - February 10, 1997
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
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(1/6/2017)
RR
California(1/30/2002)
IAR
California(11/1/2021)
RR
Colorado(8/29/2019)
RR
Florida(1/6/2017)
RR
Nebraska(5/13/2025)
RR
Nevada(8/23/2018)
RR
North Carolina(7/13/2018)
RR
Oregon(1/20/2016)
RR
Utah(8/26/2019)
RR
Wisconsin(7/16/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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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Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Roseville, CA 95678TRUST BUT VERIFY
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