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Ryan Charles Beasley

CFP®
AMERITAS ADVISORY SERVICES
Lincoln, NE
·CRD# 2943009·29 years experience

Professional Summary

Ryan Charles Beasley, CFP® is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska. Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Ryan has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial Planner

Years of Experience

29 years in the financial services industry

Current & Past Employments

AMERITAS ADVISORY SERVICES, LLC·CRD# 317245
RIA
Lincoln, NE
September 26, 2024 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Lincoln, NE
December 2, 2024 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
Las Vegas, NV
January 25, 2016 - December 20, 2019
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Lincoln, NE
January 25, 2016 - December 20, 2019
SECURITIES AMERICA ADVISORS, INC.·CRD# 110518
RIA
Las Vegas, NV
January 13, 2015 - December 31, 2015
SECURITIES AMERICA, INC.·CRD# 10205
BD
Las Vegas, NV
December 18, 2014 - December 31, 2015
SUNSET FINANCIAL SERVICES, INC.·CRD# 3538
RIA
Kansas City, MO
August 5, 2008 - December 31, 2014
SUNSET FINANCIAL SERVICES, INC.·CRD# 3538
BD
Kansas City, MO
July 15, 2008 - December 11, 2015
NYLIFE SECURITIES LLC·CRD# 5167
BD
Las Vegas, NV
July 19, 2006 - June 5, 2008
CAPITAL BROKERAGE CORPORATION·CRD# 10465
BD
Glen Allen, VA
October 10, 2003 - April 21, 2006
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
RIA
Lakewood, WA
March 24, 2003 - October 13, 2003
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
BD
Fort Worth, TX
October 1, 1997 - October 13, 2003

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Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

Contact Information

Main Address

5900 O Street, Lincoln, NE 68510

Phone Number

(800) 335-9858

# of Employees

797

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

45,299

AUM (Assets Under Management)

$13,746,443,625

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025Cover PageReport
07/23/2024Cover PageReport

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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 * NEWAGE Financial, LLC: inv rel; same as branch; Financial Advising; Owner; start date=04/2026; hrs/mo=8; trading hrs/mo=1; Financial advising services

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Nebraska
(9/26/2024)
RR
Nebraska
(9/9/2025)
RR
Nevada
(8/31/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2008About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1997About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Sep 2015About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Aug 2000About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Charles Beasley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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