BH
Bryan L. Holen
AMERITAS ADVISORY SERVICES
La Vista, NE 68128
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CRD#: 4234639
BH
Professional summary
Bryan Leroy Holen is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in La Vista, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in La Vista, Nebraska.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Bryan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
INSOURCE BENEFITS GROUP; SAME AS BRANCH; INV REL; INSURANCE & FINANCIAL SERVICES; AGENT; START DATE=03/2020; HRS/MO=200; TRADING HRS/MO=160; MEET WITH CLIENTS TO HELP IN FINANCIAL & INSURANCE PLANNING * inSource Financial Advisors; same as branch; inv rel; sales of insurance, AIC products and IAR services; Financial Advisor; start date=03/2020; hrs/mo=200; trading hrs/mo=150; dba for sales of insurance, AIC products and IAR services * BRYAN L. HOLEN INSURANCE SALES; 1529 SOUTH 161ST STREET, OMAHA, NE, 68130; INV REL; SALES OF INSURANCE; OWNER; START DATE=08/2000; HRS/MO=10; TRADING HRS/MO=10; ASSIST IN SALES OF INSURANCE TO BUSINESSES & INDIVIDUALS * Plat1num One Investment and Insurance Group; same as residence; inv rel; LLC used strictly for tax purposes to keep business and personal expenses separate; President; start date=01/2022; hrs/mo=5; trading hrs/mo=0; used only for tax purposes and to keep business expenses separate from personal * NAIFA National PAC; inv rel; same as branch; Political Action Committee for the National Association of Insurance and Financial Advisors; Board; start date=01/2025; hrs/mo=5; trading hrs/mo=5; serve on the National PAC committee to help oversee and provide input on the activities of the national and state PAC
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Leroy Holen'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: 12120 Port Grace Blvd Ste 101, La Vista, NE 68128RIA
CRD#: 317245
La Vista, NE
Current
March 2, 2020 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 12120 Port Grace Blvd Ste 101, La Vista, NE 68128BD
CRD#: 14869
La Vista, NE
Past
March 30, 2020 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
March 20, 2018 - March 10, 2020
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
OMAHA, NE
Past
July 26, 2000 - March 10, 2020
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
OMAHA, 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
Colorado(3/2/2020)
RR
Florida(12/1/2022)
RR
Iowa(2/23/2022)
RR
Kansas(3/2/2020)
RR
Missouri(3/2/2020)
RR
Nebraska(3/2/2020)
IAR
Nebraska(11/1/2021)
RR
South Dakota(3/3/2022)
RR
Texas(11/9/2023)
IAR
Texas(11/9/2023)
Exams
State Security Law Exam
State Security Law 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245La Vista, NE 68128TRUST BUT VERIFY
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