Michelle R. Schroeder

AMERITAS ADVISORY SERVICES

Sylvania, OH

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CRD#: 2548818

Professional summary

Michelle R Schroeder, who also goes by Michelle Renee Langlois, Michelle Langlois, Michelle Renee O'kenka, Michelle R Okenka, Michelle Renee Schroeder, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Sylvania, Ohio and AMERITAS INVESTMENT COMPANY, LLC located in Sylvania, Ohio.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Michelle has worked at 11 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Renee Langlois | Michelle Langlois | Michelle Renee O'kenka | Michelle R Okenka | Michelle Renee Schroeder

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.

Bradley Wayne Co - online/Etsy - craft sales - owner - 1 hr/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle R Schroeder's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 24, 2025 - Present

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

Sylvania, OH

Current

September 24, 2025 - Present

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

Sylvania, OH

Past

April 5, 2024 - September 25, 2025

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

SYLVANIA, OH

Past

April 5, 2024 - September 25, 2025

FIFTH THIRD SECURITIES, INC.

CRD#: 628

SYLVANIA, OH

Past

January 31, 2017 - May 18, 2023

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

Lambertville, MI

Past

January 30, 2017 - May 18, 2023

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

Lambertville, MI

Past

July 5, 2013 - December 31, 2016

OSAIC WEALTH, INC.

RIA

CRD#: 23131

TOLEDO, OH

Past

July 5, 2013 - December 31, 2016

OSAIC WEALTH, INC.

CRD#: 23131

TOLEDO, OH

Past

January 25, 2013 - July 12, 2013

WALNUT STREET SECURITIES, INC.

CRD#: 15840

TOLEDO, OH

Past

October 24, 2012 - December 10, 2012

REHMANN WEALTH

RIA

CRD#: 123047

TOLEDO, OH

Past

October 29, 2010 - January 11, 2013

OSAIC WEALTH, INC.

CRD#: 23131

TOLEDO, OH

Past

March 5, 2008 - November 2, 2010

NRP ADVISORS, INC.

RIA

CRD#: 141430

BRYAN, OH

Past

September 14, 2005 - October 20, 2008

NRP FINANCIAL, INC.

RIA

CRD#: 103717

BRYAN, OH

Past

September 13, 2005 - November 2, 2010

NRP FINANCIAL, INC.

CRD#: 103717

BRYAN, OH

Past

September 21, 2004 - September 2, 2005

KEYBANC CAPITAL MARKETS INC.

RIA

CRD#: 566

OREGON, OH

Past

August 4, 2004 - September 2, 2005

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

March 28, 2001 - November 14, 2002

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

December 7, 1998 - October 18, 2000

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

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".

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.

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

Alabama
(9/24/2025)

Alaska
(9/24/2025)

Arkansas
(9/24/2025)

California
(9/24/2025)

Colorado
(9/24/2025)

Georgia
(9/24/2025)

Iowa
(9/24/2025)

Massachusetts
(9/24/2025)

Nevada
(9/24/2025)

New Mexico
(9/24/2025)

Ohio
(9/24/2025)

IAR

Ohio
(9/24/2025)

Rhode Island
(9/24/2025)

South Dakota
(9/24/2025)

Texas
(9/24/2025)

IAR

Texas
(9/25/2025)

Utah
(9/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/17/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/5/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/14/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

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	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Michelle R. Schroeder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle R Schroeder's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

WALNUT STREET SECURITIES, INC.

REHMANN WEALTH

OSAIC WEALTH, INC.

NRP ADVISORS, INC.

NRP FINANCIAL, INC.

NRP FINANCIAL, INC.

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

FIFTH THIRD SECURITIES, INC.

NATCITY INVESTMENTS, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/17/2004

Series 63

Date: 4/5/2000

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/1/1998

Series 24

Date: 10/14/2005

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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