Catherine A. Zehr

AMERITAS INVESTMENT PARTNERS

Lincoln, NE

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CRD#: 3076129

Professional summary

Catherine A Zehr, who also goes by Cathy Zehr, is a registered financial advisor currently at AMERITAS INVESTMENT PARTNERS, INC. located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.

Catherine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Catherine has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cathy Zehr

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 Catherine A Zehr'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

July 20, 2001 - Present

AMERITAS INVESTMENT PARTNERS, INC.

Office #2: 5945 R Street, Lincoln, NE 68505

RIA

CRD#: 109381

Lincoln, NE

Current

May 8, 2000 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 5945 R Street, Lincoln, NE 68505

CRD#: 14869

Lincoln, NE

Past

August 19, 1999 - April 18, 2000

SMITH HAYES FINANCIAL SERVICES CORPORATION

CRD#: 17059

LINCOLN, NE

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 INVESTMENT PARTNERS, INC.

AMERITAS INVESTMENT ADVISORS INC | SUMMIT INVESTMENT PARTNERS | SUMMIT INVESTMENT ADVISORS, INC. | AMERITAS INVESTMENT PARTNERS, INC. | AMERITAS INVESTMENT PARTNERS

CRD#: 109381 / SEC#: 801-55150

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

Nebraska
(5/8/2000)

IAR

Nebraska
(7/20/2001)

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: 9/1/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/3/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/1999

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMERITAS INVESTMENT PARTNERS, INC.

AMERITAS INVESTMENT ADVISORS INC | SUMMIT INVESTMENT PARTNERS | SUMMIT INVESTMENT ADVISORS, INC. | AMERITAS INVESTMENT PARTNERS, INC. | AMERITAS INVESTMENT PARTNERS

CRD#: 109381 / SEC#: 801-55150

RIA

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

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Contact information

Main Address

5945 R Street, Lincoln, NE 68505-3402

Mailing Address

Phone number

(402) 467-6980

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMERITAS INVESTMENT PARTNERS, INC. MERCURY PART 2A APPENDIX 1 PROGRAM BROCHURE (3/24/2025)

AMERITAS INVESTMENT PARTNERS, INC. PART 2A OF FORM ADV FIRM BROCHURE (3/24/2025)

AMERITAS INVESTMENT PARTNERS, INC. GEMINI PART 2A APPENDIX 1 PROGRAM BROCHURE (3/24/2025)

AMERITAS INVESTMENT PARTNERS, INC. PRIVATE CLIENTS PART 2A APPENDIX 1 PROGRAM BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,239
AUM (Assets Under Management)	$ 27,238,942,485

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Catherine A. Zehr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine A Zehr's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

SMITH HAYES FINANCIAL SERVICES CORPORATION

Primary Firm SEC Registration

AMERITAS INVESTMENT PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/1/2000

Series 63

Date: 9/3/1999

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/18/1999

FINRA

Current Firm

AMERITAS INVESTMENT PARTNERS, INC.

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 INVESTMENT PARTNERS, INC.

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