Christa V. Ballenger

AMERITAS INVESTMENT PARTNERS

LINCOLN, NE 68510

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CRD#: 3239370

Professional summary

Christa V Ballenger, who also goes by Christa Vonne Chapman, is a registered financial advisor currently at AMERITAS INVESTMENT PARTNERS, INC. located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.

Christa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Christa has worked at 4 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christa Vonne Chapman

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.

NAME OF BUSINESS: MARY KAY; ADDRESS: 1630 VAVRINA LN, LINCOLN, NE 68512;NON-INV REL; NATURE OF BUSINESS: COSMETIC PRODUCTS; POSITION/TITLE:NA; START DATE=2/06; HRS/MO= 10; TRADING HRS/MO=O; DESCRIPTION OF DUTIES:SALES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christa V Ballenger'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

January 14, 2005 - Present

AMERITAS INVESTMENT PARTNERS, INC.

Office #1: 390 North Cotner Boulevard, Lincoln, NE 68510

RIA

CRD#: 109381

LINCOLN, NE

Current

January 22, 2004 - Present

AMERITAS INVESTMENT COMPANY, LLC

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

CRD#: 14869

Lincoln, NE

Past

October 3, 2003 - January 20, 2004

SMITH HAYES ADVISERS INC

RIA

CRD#: 110776

LINCOLN, NE

Past

August 25, 2003 - January 20, 2004

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
(1/22/2004)

IAR

Nebraska
(1/14/2005)

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: 10/15/2001

Uniform Combined 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: 2/10/2003

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

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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Christa V. Ballenger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christa V Ballenger's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

SMITH HAYES ADVISERS INC

SMITH HAYES FINANCIAL SERVICES CORPORATION

Primary Firm SEC Registration

AMERITAS INVESTMENT PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2001

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/10/2003

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.

TRUST BUT VERIFY

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