JE
Justin D. Ellenbecker
AMERITAS ADVISORY SERVICES
LINCOLN, NE 68516
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CRD#: 6718219
JE
Professional summary
Justin David Ellenbecker is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Lincoln, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Justin has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
Central Financial Services; same as branch; inv rel; life insurance, disability insurance, long term care, annuities and health; conduct reviews and offer fixed insurance and investment products through my b/d AIC; Investment Advisor Representative; start date=06/2016; hrs/mo=40; trading hrs/mo=40; all duties of an investment advisor representative and registered representative * dba AMERITAS WEALTH ADVISORS; SAME AS BRANCH; INV REL; INVESTMENTS AND INSURANCE; IAR; START DATE=10/2022; HRS/MO=160; TRADING HRS/MO=160; INVESTMENT AND INSURANCE PLANNING * dba Envision Wealth Network; same as branch; inv rel; Investment and Insurance business; IAR; start date=01/2023; hrs/mo=0; trading hrs/mo=0; not using this DBA for myself, owner is using to recruit independent agencies to the firm
CRS (Client Relationship Summary) - RIA
Click below to view Justin David Ellenbecker'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
November 8, 2016 - Present
AMERITAS INVESTMENT COMPANY, LLC
Office #1: 6355 S 56th St, Lincoln, NE 68516BD
CRD#: 14869
Lincoln, NE
Past
August 15, 2017 - 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
Arizona(1/11/2021)
RR
California(1/4/2021)
RR
Colorado(1/4/2021)
RR
Illinois(1/5/2021)
RR
Kansas(1/4/2021)
RR
Minnesota(1/5/2021)
RR
Missouri(11/8/2022)
RR
Nebraska(1/23/2017)
IAR
Nebraska(11/1/2021)
RR
Nevada(9/29/2017)
RR
New Jersey(1/5/2021)
RR
New York(1/7/2021)
RR
North Carolina(1/5/2021)
RR
Oklahoma(1/7/2021)
RR
South Carolina(1/13/2021)
RR
South Dakota(8/30/2019)
RR
Tennessee(11/9/2022)
RR
Texas(1/4/2021)
IAR
Texas(11/1/2021)
RR
Virginia(4/8/2024)
RR
Wyoming(1/4/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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#: 317245Lincoln, NE 68516TRUST BUT VERIFY
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