RM
Robert A. Miller
AMERITAS ADVISORY SERVICES
Lincoln, NE 68510
Some features on this profile are disabled
CRD#: 4163941
RM
Professional summary
Robert Allan Miller, who also goes by Bob A Miller, Bob Miller, Robert A Miller, Robert Miller, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Robert has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob A Miller | Bob Miller | Robert A Miller | Robert Miller
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.
AMERITAS FINANCIAL CENTER; SAME AS BRANCH; INV REL; SALES OF INSURANCE AND FINANCIAL PRODUCTS; AGENT; START DATE=10/2015; HRS/MO=200; TRADING HRS/MO=100; SALES OF INSURANCE AND ANNUITIES * CerescoBank Insurance; same as branch; non-inv rel; Property & Casualty Insurance at CerescoBank and CerescoBank Insurance; Referral Person; start date=10/2018; hrs/mo=10; trading hrs/mo=10; refer the client to the Property & Casualty agent and he will handle it from that point * AFLAC; same as branch; non-inv rel; working with another AFLAC agent to sell group insurance benefits; Agent; start date=09/2019; hrs/mo=25; trading hrs/mo=5; sale of group benefits to business owners * Central Financial Services; Inv/rel; 6355 S 56th St Lincoln NE 68516; Independent Insurance Agent: Start Date = 1/1/2020; Hrs/Mo=50; Trading Hrs/Mo=40; Independent agent with a contract AFC and CCFS combined agencies I sell insurance and investments with both * dba Anderson Wealth and Retirement LLC; inv rel; same as branch; selling and management of insurance, securities, financial, and estate planning; RR/IAR and Agent; start date=07/2023; hrs/mo=50; trading hrs/mo=50; Selling activities for insurance and securities * Robert Miller; non inv rel; same as branch; Bookkeeping; Owner; start date=01/2024; hrs/mo=20; trading hrs/mo=5; Reviewing and helping clients set up a Profit and Loss statement, reviewing their numbers placed into categories, balance ledgers * Rogue Professional Referral Group; same as residence; non-inv rel; referral business group; General Member; start date=03/2024; hrs/mo=10; trading hrs/mo=0; pay yearly dues to set up group things to bring in new members-each member holds their only spot in the industry, we talk about who we are and what we do and we see if anyone has clients they can refer
CRS (Client Relationship Summary) - RIA
Click below to view Robert Allan Miller's 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®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 8055 O St Ste S125, Lincoln, NE 68510RIA
CRD#: 317245
Lincoln, NE
Current
November 11, 2015 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 8055 O St Ste S125, Lincoln, NE 68510Office #2: 130 W Elm St, Ceresco, NE 68017BD
CRD#: 14869
Lincoln, NE
Past
November 12, 2015 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
December 19, 2012 - October 16, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LINCOLN, NE
Past
September 18, 2012 - October 16, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
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".
AA
AMERITAS ADVISORY SERVICES, LLC
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.RR
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
RR
Arizona(7/26/2022)
RR
Arkansas(1/7/2025)
RR
Colorado(2/14/2019)
RR
Florida(11/4/2024)
RR
Illinois(6/9/2020)
RR
Iowa(11/11/2015)
RR
Kansas(10/5/2016)
RR
Minnesota(9/9/2022)
RR
Missouri(1/7/2025)
RR
Nebraska(11/11/2015)
IAR
Nebraska(11/1/2021)
RR
South Dakota(8/15/2019)
RR
Texas(5/29/2020)
IAR
Texas(11/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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 | ||
| 07/23/2024 | ||
| 07/27/2023 |
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.
