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Darcy R. Yocum
AMERITAS ADVISORY SERVICES
Lincoln, NE 68516
Some features on this profile are disabled
CRD#: 4223696
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Professional summary
Darcy Rae Yocum, who also goes by Darcy Rae Hansen, Darcy Rae Hobelman, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.
Darcy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Darcy has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Darcy Rae Hansen | Darcy Rae Hobelman
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 * YOCUM & ASSOCIATES, LLC; SAME AS BRANCH; INV REL; OWNER; BOOKKEEPING FOR ITSELF, SELLS INSURANCE AN ANNUITY PRODUCTS AND PROVIDES AGRICULTURAL CONSULTING, EDUCATION ON FINANCIAL MATTERS; OWNER; START DATE=10/2004; HRS/MO=30; TRADING HRS/MO=20; SELL INSURANCE PRODUCTS, EDUCATING AND CONSULTING ON FINANCIAL MATTERS SUCH AS SOCIAL SECURITY, ESTATE PLANNING AND OTHER FINANCIAL TOPICS * PUSH BUTTON JEANS (SWEET GRASS LTD LLC); SAME AS RESIDENCE; NON-INV REL; DESIGNING WESTERN EQUINE ATTIRE AND JEANS, PRODUCING EQUINE PRODUCTS FOR RESALE PURPOSES; PARTNER; START DATE=05/2010; HRS/MO=1; TRADING HRS/MO=0; COORDINATE WITH DESIGNERS IN OKLAHOMA AND IOWA, WEBSITE DESIGN * CENTRAL FINANCIAL SERVICES/AFC; SAME AS BRANCH; INV REL; AGENCY; AGENT; START DATE=01/2005; HRS/MO=2; TRADING HRS/MO=2; I AM REGISTERED AND LICENSED UNDER THIS ENTITY WITH CREATIVE ONE AND AMERITAS LIFE INSURANCE CORP * BOURNE PURPLE PUBLISHING, LLC; 500 WILLOW AVE, COUNCIL BLUFFS IA 51503; NON-INV REL; WROTE THE BOOKS, "YOUR DEFINING MOMENTS," THE EIEIO FINANCIAL PLANNING METHOD AND THE EIEIO FINANCIAL PLANNING METHOD WORKBOOK, THIS BOOK HAS AN APP PROTOTYPE BEING DEVELOPED, THE PUBLISHING COMPANY IS THE OWNER OF THESE PRODUCTS AND BYPRODUCTS; AUTHOR/PUBLISHER/DISTRIBUTOR; START DATE=09/2014; HRS/MO=25; TRADING HRS/MO=2; AUTHOR, FOUNDER, SPOKESWOMAN FOR THE BOOK, PUBLISHER, MANAGER OF DISTRIBUTION, DEVELOPER OF A FINANCIAL APP * Ameritas Financial Center; same as branch; inv rel; agency; Agent; start date=01/2020; hrs/mo=2; trading hrs/mo=2; I am registered and licensed under this entity with Creative One and Ameritas Life Insurance Corp * The Planning Group; same as branch; inv rel; dba for Yocum & Associates-financial education, insurance and fixed annuities; Consultant/Teacher/Owner; start date=02/2020; hrs/mo=30; trading hrs/mo=20; financial education, sale of insurance and fixed annuities * Envision Wealth Network; inv rel; same as branch; Financial Services; Investment Advisor Rep/Insurance Agent/Registered Rep; start date=10/2022; hrs/mo=30; trading hrs/mo=30; provide financial planning and wealth services * Ameritas Wealth Advisors; inv rel; same as branch; Financial Services; Insurance Agent-IAR-RR; start date=10/2022; hrs/mo=30; trading hrs/mo=20; submitting annuity, insurance and investment applications as a sub review
CRS (Client Relationship Summary) - RIA
Click below to view Darcy Rae Yocum'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: 6355 S 56th St, Lincoln, NE 68516RIA
CRD#: 317245
Lincoln, NE
Current
March 18, 2004 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 6355 S 56th St, Lincoln, NE 68516BD
CRD#: 14869
Lincoln, NE
Past
April 2, 2004 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
Council Bluffs, IA
Past
May 22, 2002 - March 23, 2004
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
OMAHA, NE
Past
November 26, 2001 - March 23, 2004
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SAN FRANCISCO, CA
Past
July 17, 2001 - October 19, 2001
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
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
Arkansas(12/17/2008)
RR
California(2/27/2008)
RR
Colorado(8/10/2004)
RR
Illinois(4/27/2020)
RR
Iowa(3/18/2004)
IAR
Iowa(11/1/2021)
RR
Maryland(9/9/2014)
RR
Minnesota(5/1/2009)
RR
Missouri(12/2/2013)
RR
Nebraska(3/18/2004)
IAR
Nebraska(11/1/2021)
RR
Washington(3/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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
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.
