Peggy A. Beckenhauer
Professional summary
Peggy Ann Beckenhauer, who also goes by Peggy Ann Beckenhaur, Peggy Ann Bruce, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.
Peggy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Peggy has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peggy Ann Beckenhauer's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 6355 South 56th Street, Lincoln, NE 68516September 26, 2011 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 6355 S 56th St, Lincoln, NE 68516October 3, 2011 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
February 22, 2008 - September 27, 2011
EDWARD JONES
December 9, 2003 - September 27, 2011
EDWARD JONES
Primary Firm SEC Registration
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/7/2018)
(7/19/2016)
(6/22/2016)
(1/27/2016)
(9/13/2016)
(9/13/2016)
(3/15/2024)
(6/22/2016)
(1/27/2016)
(1/27/2016)
(9/13/2016)
(9/24/2025)
(12/2/2011)
(9/20/2016)
(1/23/2015)
(9/26/2011)
(11/1/2021)
(1/4/2012)
(9/13/2016)
(9/13/2016)
(9/13/2016)
(1/2/2018)
(9/13/2016)
(4/3/2019)
(6/22/2016)
(9/13/2016)
(6/22/2016)
(1/4/2012)
(11/1/2021)
(6/22/2016)
Exams
FINRA
Current Firm
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
Contact information
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 68516TRUST BUT VERIFY
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