CB
Cory S. Boyer
AMERITAS ADVISORY SERVICES
Lincoln, NE 68516
Some features on this profile are disabled
CRD#: 6060892
CB
Professional summary
Cory Scott Boyer is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.
Cory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Cory has worked at 2 firms and has passed the Series 66, SIE, Series 52, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Taos Card Shop; same as residence; non-inv rel; buy collectible cards and resell them online; Owner; start date=03/2017; hrs/mo=20; trading hrs/mo=0; manage card collection, buy cards and list them online for resale, establish prices at which cards are to be sold * Central Financial Services; same as branch; inv rel; offers securities and investment advice through AIC, also offers insurance through various carriers; Securities Coordinator; start date=03/2018; hrs/mo=160; trading hrs/mo=160; field principal for the agency-review paperwork prior to submission to AIC, conduct rep interviews, facilitate the registration process for new reps, handle other duties as assigned ranging from monthly production reporting to one-off projects * B&P Authentic Thai LLC; same as residence; non-inv rel; owns and operates a Thai restaurant; Owner; start date=08/2022; hrs/mo=40; trading hrs/mo=0; I take care of all the taxes, payroll, insurance, bills, purchasing supplies, etc. for the restaurant * Ameritas Wealth Advisors; same as branch; inv-rel; AIC securities sales and insurance sales; Field Supervising Principal; start date=09/2022; hrs/mo=160; trading hrs/mo=160; Field principal, review paperwork and forward on to AIC, involved in compliance issues that affect the agency, general support for our AIC reps * DoorDash/UberEats; non inv rel; same as residence; food delivery service; Driver; start date=02/2023; hrs/mo=80; trading hrs/mo=0; pick up food that customers ordered and deliver it to them
CRS (Client Relationship Summary) - RIA
Click below to view Cory Scott Boyer'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: 6355 S 56th St, Lincoln, NE 68516RIA
CRD#: 317245
Lincoln, NE
Current
June 14, 2012 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 6355 S 56th St, Lincoln, NE 68516BD
CRD#: 14869
Lincoln, NE
Past
April 30, 2018 - 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
Alabama(7/12/2019)
RR
Arkansas(7/12/2019)
RR
California(7/12/2019)
RR
Colorado(7/12/2019)
RR
Georgia(7/12/2019)
RR
Iowa(7/12/2019)
RR
Massachusetts(7/12/2019)
RR
Nebraska(4/24/2018)
IAR
Nebraska(11/1/2021)
RR
Nevada(7/12/2019)
RR
Ohio(7/12/2019)
RR
South Dakota(7/12/2019)
RR
Utah(7/12/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
