Joseph M. Lionberger
Professional summary
Joseph Martin Lionberger, who also goes by Joe Lionberger, is a registered financial advisor currently at AMERITAS INVESTMENT PARTNERS, INC. located in Lincoln, Nebraska.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Joseph has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Martin Lionberger's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 18, 2003 - Present
AMERITAS INVESTMENT PARTNERS, INC.
Office #1: 390 N Cotner, Lincoln, NE 68505November 13, 2002 - November 7, 2016
AMERITAS INVESTMENT COMPANY, LLC
Primary Firm SEC Registration
AMERITAS INVESTMENT PARTNERS, INC.
CRD#: 109381 / SEC#: 801-55150
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/18/2003)
Exams
Current Firm
AMERITAS INVESTMENT PARTNERS, INC.
CRD#: 109381 / SEC#: 801-55150
Contact information
SEC notice filing (51 States and Territories)
Documents
Part 2 Brochures
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 |
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.
