Gerald M. Kouzmanoff

AMERITAS ADVISORY SERVICES

PALOS VERDES ESTATES, CA 90274

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CRD#: 274426

Professional summary

Gerald Milan Kouzmanoff is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Palos Verdes Estates, California and AMERITAS INVESTMENT COMPANY, LLC located in Palos Verdes Estates, California.

Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1970. Gerald has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 1 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 * KOUZMANOFF FINANCIAL & INSURANCE SERVICES INC; SAME AS BRANCH; INV REL; LIFE AND HEALTH INSURANCE SALES; PRESIDENT; START DATE=02/1979; HRS/MO=30; TRADING HRS/MO=15; SALES AND MANAGEMENT OF DIRECT LIFE AND HEALTH INSURANCE SALES TO CUSTOMERS, SALES AND MANAGEMENT OF LIFE AND HEALTH INSURANCE SALES THROUGH LICENSED INSURANCE BROKERS, INCLUDING DISABILITY AND LONG TERM CARE INSURANCE PRODUCTS; * DISABILITY INSURANCE PARTNERS LLC; SAME AS BRANCH; NON-INV REL; DISABILITY INSURANCE SALES; MANAGER; START DATE=01/2009; HRS/MO=40; TRADING HRS/MO=10; SALES MANAGER PROMOTING THE SALE OF INDIVIDUAL AND GROUP DISABILITY INSURANCE PRODUCTS * THE PLUS GROUP, INC.; PO BOX 94444, PASADENA CA 91109; NON-INV REL; PROMOTE THE SALE OF DISABILITY INCOME INSURANCE PRODUCTS; SHAREHOLDER; START DATE=06/2011; HRS/MO=3; TRADING HRS/MO=1; PROMOTE THE NEED AND SALE FOR DISABILITY INSURANCE PRODUCTS, SERVE ON BOARD OF DIRECTORS WHICH NORMALLY MEETS ONCE PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Milan Kouzmanoff'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

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 3 Malaga Cove Plz Ste 201, Palos Verdes Estates, CA 90274

RIA

CRD#: 317245

PALOS VERDES ESTATES, CA

Current

June 30, 2006 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 3 Malaga Cove Plz Ste 201, Palos Verdes Estates, CA 90274

CRD#: 14869

PALOS VERDES ESTATES, CA

Past

June 30, 2006 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

LINCOLN, NE

Past

February 15, 2001 - June 30, 2006

CARILLON INVESTMENTS, INC.

RIA

CRD#: 14646

TORRANCE, CA

Past

January 3, 2001 - June 30, 2006

CARILLON INVESTMENTS, INC.

CRD#: 14646

TORRANCE, CA

Past

January 22, 1990 - December 31, 2000

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

August 25, 1989 - January 23, 1990

FIRST AFFILIATED SECURITIES

CRD#: 23737

LA JOLLA, CA

Past

September 29, 1988 - August 25, 1989

PFG SECURITIES, INC.

CRD#: 15401

Past

January 21, 1970 - October 14, 1988

WASHINGTON NATIONAL EQUITY COMPANY

CRD#: 4242

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

California
(6/30/2006)

IAR

California
(11/1/2021)

Colorado
(8/22/2023)

Nevada
(7/16/2008)

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 65

Date: 8/13/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/31/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 1/14/1970

Registered Representative 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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Gerald M. Kouzmanoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Milan Kouzmanoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

CARILLON INVESTMENTS, INC.

CARILLON INVESTMENTS, INC.

SENTRA SECURITIES CORPORATION

FIRST AFFILIATED SECURITIES

PFG SECURITIES, INC.

WASHINGTON NATIONAL EQUITY COMPANY

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/1999

Series 63

Date: 3/31/1997

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 1/14/1970

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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