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Mark St. Patrick Oliver

AMERITAS ADVISORY SERVICES
LINCOLN, NE
·CRD# 5925568·15 years registered

Professional Summary

Mark St. Patrick Oliver, who also goes by Mark S. Oliver, Mark St. Patrick Oliver, Mark Stpatrick Oliver, Mark St. Patrick Oliver, Mark S Oliver, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska. Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Mark has worked at 8...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark S. Oliver, Mark St. Patrick Oliver, Mark Stpatrick Oliver, Mark St. Patrick Oliver, Mark S Oliver

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

15 years registered in the securities industry

Current & Past Employments

Current

AMERITAS ADVISORY SERVICES, LLCCurrent·CRD# 317245
RIA
1. 5900 O St, Lincoln, NE 685102. Lincoln, NE
November 1, 2024 - Present
AMERITAS INVESTMENT COMPANY, LLCCurrent·CRD# 14869
BD
5900 "o" Street, Lincoln, NE 68510-2234
November 1, 2024 - Present

Past

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPast·CRD# 20472
RIA
Lincoln, NE
October 4, 2022 - May 7, 2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPast·CRD# 20472
BD
New York, NY
September 10, 2022 - May 7, 2024
TD AMERITRADE INVESTMENT MANAGEMENT, LLCPast·CRD# 111514
RIA
Omaha, NE
March 17, 2015 - January 8, 2016
TD AMERITRADE, INC.Past·CRD# 7870
RIA
Omaha, NE
June 10, 2014 - January 8, 2016
TD AMERITRADE, INC.Past·CRD# 7870
BD
Omaha, NE
May 28, 2014 - January 8, 2016
FIFTH THIRD SECURITIES, INC.Past·CRD# 628
RIA
Chicago, IL
December 23, 2013 - April 4, 2014
FIFTH THIRD SECURITIES, INC.Past·CRD# 628
BD
Chicago, IL
December 23, 2013 - April 4, 2014
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
RIA
Gastonia, NC
April 19, 2013 - November 11, 2013
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
Gastonia, NC
December 3, 2012 - November 11, 2013
PNC WEALTH MANAGEMENT LLCPast·CRD# 129052
BD
Cleveland, OH
May 2, 2012 - November 1, 2012
PNC WEALTH MANAGEMENT LLCPast·CRD# 129052
BD
Cleveland, OH
July 5, 2011 - February 6, 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.

(1) Name: interLink Auto Care, LLC Position: Owner/Proprietor Nature: This was established as an auto care and general maintenance business offering service to the general public. This business did not reach that stage. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 01/15/2019 Address: Home Address, Lincoln NE 68520, United States Description: This business was formed to offer general auto care and maintenance to the general public using a brick and motor location. This business did not reach the stage of offering service to the general public.
(2) Name: 8 Vowel Logistics LLC Position: Owner Nature: This business was established to be a trucking company transporting goods. This business did not reach the stage of transporting goods. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 12/01/2021 Address: Home Address, Lincoln NE 69520, United States Description: This business was established to be a trucking company transporting goods. This business did not reach the stage of transporting goods.

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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
Nebraska
(11/1/2024)
IAR
Nebraska
(11/1/2024)

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.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2022About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2013About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2011About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Aug 2022About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2014About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2011About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Mark St. Patrick Oliver's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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