Robert W. Schoonmaker

AMERITAS ADVISORY SERVICES

Perrysburg, OH 43551

CRD#: 2998426

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Professional summary

Robert Wayne Schoonmaker, CFP®, who also goes by Bob Schoonmaker, Robert Schoonmaker, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Perrysburg, Ohio and AMERITAS INVESTMENT COMPANY, LLC located in Perrysburg, Ohio.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Robert has worked at 7 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Schoonmaker | Robert Schoonmaker

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wayne Schoonmaker'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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

June 25, 2026 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 1070 Commerce Dr Bldg 3, Perrysburg, OH 43551

RIA

CRD#: 317245

Perrysburg, OH

Current

June 25, 2026 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 1070 Commerce Dr Bldg 3, Perrysburg, OH 43551-5259

CRD#: 14869

PERRYSBURG, OH

Past

September 18, 2025 - February 25, 2026

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Toledo, OH

Past

May 7, 2025 - February 25, 2026

MML INVESTORS SERVICES, LLC

CRD#: 10409

Toledo, OH

Past

November 7, 2011 - December 9, 2020

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

TOLEDO, OH

Past

October 25, 2011 - December 9, 2020

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

TOLEDO, OH

Past

April 13, 2006 - October 14, 2011

FIFTH THIRD SECURITIES, INC.

CRD#: 628

NAPLES, FL

Past

January 16, 2003 - May 17, 2005

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

TOLEDO, OH

Past

July 27, 1999 - May 17, 2005

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

February 4, 1998 - July 26, 1999

CARILLON INVESTMENTS, INC.

CRD#: 14646

CINCINNATI, 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

Ohio
(6/26/2026)

IAR

Ohio
(6/26/2026)

IAR

Texas
(6/25/2026)

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

State Security Law Exam

IAR

Series 66

Date: 9/4/2025

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/13/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/11/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/18/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/2/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/18/2024

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 (3/21/2026)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (3/21/2026)

AMERITAS WEALTH PLATFORM (3/21/2026)

GALAXY WRAP FEE BROCHURE (3/21/2026)

GALAXY II WRAP FEE BROCHURE (3/21/2026)

CONSTELLATION WRAP FEE PROGRAM (3/21/2026)

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

Robert W. Schoonmaker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Wayne Schoonmaker's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

FIFTH THIRD SECURITIES, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

CARILLON INVESTMENTS, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/4/2025

Series 65

Date: 7/13/1999

Series 63

Date: 3/11/1998

Series 7TO

Date: 1/18/2024

SIE

Date: 10/1/2018

Series 7

Date: 2/2/1998

Series 24

Date: 1/18/2024

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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