KH
Kristina M. Hoelting
AMERITAS ADVISORY SERVICES
Hastings, NE 68901
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CRD#: 5295636
KH
Professional summary
Kristina M Hoelting, who also goes by Kristina Hoelting, Tina Hoelting, Kristina M Olson, Kristina Olson, Tina Olson, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Hastings, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Kearney, Nebraska.
Kristina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Kristina has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kristina Hoelting | Tina Hoelting | Kristina M Olson | Kristina Olson | Tina Olson
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.
AMERITAS FINANCIAL CENTER; 6940 O ST, LINCOLN NE 68510; INV REL; FINANCIAL PLANNING: INVESTMENTS/INSURANCE, LIFE INSURANCE, FIXED/INDEXED ANNUITIES; AGENT; START DATE=10/2014; HRS/MO=40; TRADING HRS/MO=24; LIFE INSURANCE POLICY SERVICE & SALES, INDEX ANNUITY POLICY SERVICE & SALES * Barth Financial Wealth Management Group; same as branch; inv rel; sales of insurance and securities products; Financial Advisor; start date=01/2016; hrs/mo=160; trading hrs/mo=100; sales, customer service, paraplanning*Central Financial Services,6355 S 56th St, Lincoln, NE 68516;Inv-Rel;Financial planning investments insurance life and annuities; agent; Start date=01/01/2021;Hrs/mo=20; Trading Hrs/mo=16;osj office annuity and life insurance policy service and sales. * Barth Financial; inv rel; same as branch; financial services; Bookkeeper; start date=01/2023; hrs/mo=4; trading hrs/mo=4; bookkeeping services * Hark Financial Group, LLC; non inv rel; same as branch; Business management and tax purposes; Owner; start date=11/2023; hrs/mo=1; trading hrs/mo=1; business management and tax purposes only * Envision Wealth Network; inv rel; same as branch; Insurance services; Agent; start date=01/2024; hrs/mo=20; trading hrs/mo=16; Insurance services
CRS (Client Relationship Summary) - RIA
Click below to view Kristina M Hoelting'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: 707 N Marian Rd, Hastings, NE 68901Office #2: 620 North Alpha, Grand Island, NE 68803Office #3: 2202 Central Ave Ste 8, Kearney, NE 68847RIA
CRD#: 317245
Hastings, NE
Current
August 11, 2015 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 2202 Central Ave Ste 8, Kearney, NE 68847Office #2: 707 N Marian Rd, Hastings, NE 68901Office #3: 620 North Alpha, Grand Island, NE 68803BD
CRD#: 14869
Kearney, NE
Past
January 7, 2016 - 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
California(3/27/2020)
RR
Colorado(1/27/2020)
RR
Florida(10/24/2022)
RR
Georgia(11/23/2021)
RR
Idaho(4/26/2022)
RR
Indiana(10/17/2022)
RR
Iowa(5/30/2019)
RR
Kansas(1/7/2016)
RR
Louisiana(4/12/2022)
RR
Michigan(1/10/2025)
RR
Mississippi(2/26/2021)
RR
Missouri(3/30/2020)
RR
Nebraska(1/7/2016)
IAR
Nebraska(11/1/2021)
RR
New Mexico(8/26/2016)
RR
North Dakota(2/25/2022)
RR
South Dakota(5/3/2021)
RR
Texas(1/14/2021)
IAR
Texas(11/1/2021)
RR
Virginia(1/25/2023)
Exams
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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Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Hastings, NE 68901TRUST BUT VERIFY
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