DM
Daniel D. Martin
AMERITAS ADVISORY SERVICES
HOWELLS, NE 68641
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CRD#: 5941365
DM
Professional summary
Daniel Dean Martin, who also goes by Dan Martin, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Howells, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Howells, Nebraska.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Daniel has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan Martin
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.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * VO ENTERPRISES LLC; 301 BEEMER ST, BEEMER NE 68716; INV REL; FIXED INSURANCE SALES; AGENT; START DATE=07/2011; HRS/MO=80; TRADING HRS/MO=80; INSURANCE SALES, SERVICING CLIENTS * THUNDER-9; 201 N 5TH ST, ELGIN NE; NON-INV REL; PURCHASING TAX LIENS; PARTNER; START DATE=03/2010; HRS/MO=1; TRADING HRS/MO=0; RESEARCH AND BUY TAX LIENS AT COURTHOUSE AUCTIONS * DAN MARTIN FINANCIAL SERVICES; SAME AS BRANCH; INV REL; SELL FINANCIAL SECURITIES; OWNER/MANAGER; START DATE=05/2014; HRS/MO=40; TRADING HRS/MO=30; SELL AND SOLICIT SALES OF FINANCIAL INVESTMENTS, RETIREMENT PLANNING, ESTATE PLANNING, LIFE AND HEALTH INSURANCE PRODUCTS * MARTIN PROPERTY HOLDINGS LLC; SAME AS RESIDENCE; NON-INV REL; MANAGE, BUY AND SELL REAL ESTATE PROPERTIES; OWNER/PARTNER; START DATE=01/2013; HRS/MO=3; TRADING HRS/MO=0; MANAGE, BUY AND SELL REAL ESTATE PROPERTIES * Beemer Storage LLC; 301 Beemer St, Beemer NE 68716; non-inv rel; own and operate storage units; Owner/Partner; start date=12/2016; hrs/mo=3; trading hrs/mo=0; manage rentals of storage units * Walnut Street Professional Center LLC; 127 E Walnut St, West Point NE 68788; non-inv rel; own and manage real estate; Owner; start date=12/2017; hrs/mo=0; trading hrs/mo=0; manage real estate that consists of a professional office/bank building * Ameritas Financial Center; 6355 S 56th St, Lincoln NE 68516; inv rel; fixed insurance products; Agent; start Date=12/2013; hrs/mo=20; trading hrs/mo=20; Sales Agent for fixed insurance products * BAGADIRH LLC; 17th Rd, Hooper NE 68031; non-inv rel; real estate owned for recreation and agricultural purposes; Managing Partner; start date=12/2021; hrs/mo=2; trading hrs/mo=2; authority to sign for the LLC
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Dean Martin'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: 114 N 3rd St P.o. Box 315, Howells, NE 68641Office #2: 301 Beemer St, Beemer, NE 68716RIA
CRD#: 317245
HOWELLS, NE
Current
September 21, 2011 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 114 N 3rd St, Howells, NE 68641BD
CRD#: 14869
Howells, NE
Past
May 19, 2020 - 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
Iowa(4/27/2012)
RR
Minnesota(2/7/2023)
RR
Nebraska(10/1/2011)
IAR
Nebraska(11/1/2021)
RR
New Jersey(3/14/2019)
RR
New Mexico(8/17/2016)
RR
New York(4/4/2012)
Exams
State Security Law Exam
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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