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Elisa T Goebel

AMERITAS ADVISORY SERVICES
Minster, OH
·CRD# 5090084·17 years registered

Professional Summary

Elisa T Goebel, who also goes by Lisa Thorp Goebel, Lisa Thorp, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Minster, Ohio and AMERITAS INVESTMENT COMPANY, LLC located in Minster, Ohio. Elisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Elisa has worked at 5 firms and has passed the SIE and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Lisa Thorp Goebel, Lisa Thorp

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

17 years registered in the securities industry

Current & Past Employments

Current

AMERITAS ADVISORY SERVICES, LLCCurrent·CRD# 317245
RIA
Minster, OH
November 1, 2021 - Present
AMERITAS INVESTMENT COMPANY, LLCCurrent·CRD# 14869
BD
Minster, OH
February 5, 2020 - Present

Past

AMERITAS INVESTMENT COMPANY, LLCPast·CRD# 14869
RIA
Perrysburg, OH
July 15, 2021 - November 1, 2021
STATE FARM VP MANAGEMENT CORP.Past·CRD# 43036
BD
Hilliard, OH
January 17, 2013 - September 5, 2019
J.P. MORGAN SECURITIES LLCPast·CRD# 79
BD
Sidney, OH
October 1, 2012 - December 14, 2012
CHASE INVESTMENT SERVICES CORP.Past·CRD# 25574
BD
Sidney, OH
November 25, 2009 - October 1, 2012

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Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

Contact Information

Main Address

5900 O Street, Lincoln, NE 68510

Phone Number

(800) 335-9858

# of Employees

797

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GALAXY II WRAP FEE BROCHURE (10/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

45,299

AUM (Assets Under Management)

$13,746,443,625

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2026Cover PageReport
10/28/2025Cover PageReport
07/23/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Pear Tree Financial; same as branch; inv rel; financial services; Owner; start date=02/2025; hrs/mo=160; trading hrs/mo=0; meet with clients

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Ohio
(2/6/2020)
IAR
Ohio
(11/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2009About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Elisa T Goebel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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