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Bobbi J. Wiggins-short
AMERITAS ADVISORY SERVICES
LINCOLN, NE 68510
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CRD#: 4438993
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Professional summary
Bobbi J Wiggins-short, who also goes by Bobbi J Wiggins, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.
Bobbi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Bobbi has worked at 2 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bobbi J Wiggins
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.
Sesostris Shrine Social Hall; non-inv rel; 1050 Saltillo Rd, Roca NE 68430; raising money for sick children for doctor and hospital stays; Employee; start date=02/2025; hrs/mo=20; trading hrs/mo=0; bartending, serving drinks
CRS (Client Relationship Summary) - RIA
Click below to view Bobbi J Wiggins-short'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: 5900 O Street, Lincoln, NE 68510RIA
CRD#: 317245
LINCOLN, NE
Current
May 15, 2002 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 5900 "o" Street, Lincoln, NE 68510-2234BD
CRD#: 14869
Lincoln, NE
Past
February 17, 2005 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
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(5/23/2019)
RR
Arkansas(5/23/2019)
RR
California(5/23/2019)
RR
Colorado(5/23/2019)
RR
Connecticut(5/23/2019)
RR
Florida(5/23/2019)
RR
Idaho(5/23/2019)
RR
Illinois(5/23/2019)
RR
Iowa(5/23/2019)
RR
Kansas(5/23/2019)
RR
Louisiana(5/23/2019)
RR
Maryland(5/23/2019)
RR
Massachusetts(5/23/2019)
RR
Minnesota(5/23/2019)
RR
Mississippi(5/23/2019)
RR
Missouri(5/23/2019)
RR
Nebraska(2/4/2005)
IAR
Nebraska(11/1/2021)
RR
Nevada(5/23/2019)
RR
New Jersey(5/23/2019)
RR
New York(5/23/2019)
RR
North Carolina(5/23/2019)
RR
Ohio(5/24/2019)
RR
Oklahoma(5/23/2019)
RR
Oregon(5/23/2019)
RR
South Dakota(5/23/2019)
RR
Texas(5/23/2019)
IAR
Texas(11/1/2021)
RR
Virginia(5/23/2019)
RR
Wisconsin(5/23/2019)
RR
Wyoming(5/23/2019)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral 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.
Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Lincoln, NE 68510TRUST BUT VERIFY
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