Bryan M. Shank

AMERITAS ADVISORY SERVICES

Omaha, NE 68114

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CRD#: 6897802

Professional summary

Bryan Michael Shank is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Omaha, Nebraska and AMERITAS INVESTMENT COMPANY, LLC located in Omaha, Nebraska.

Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Bryan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Michael Shank's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 12, 2026 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 440 Regency Parkway Dr Ste 147, Omaha, NE 68114

RIA

CRD#: 317245

Omaha, NE

Current

February 11, 2026 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 440 Regency Parkway Dr Ste 147, Omaha, NE 68114

CRD#: 14869

Omaha, NE

Past

September 1, 2023 - November 7, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Omaha, NE

Past

August 15, 2023 - November 7, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Omaha, NE

Past

November 4, 2019 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

Omaha, NE

Past

November 4, 2019 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Omaha, NE

Past

June 7, 2018 - September 1, 2023

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, 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".

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.

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

Nebraska
(3/12/2026)

IAR

Nebraska
(3/12/2026)

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

State Security Law Exam

IAR

Series 66

Date: 10/31/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/16/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/7/2018

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/7/2025

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/22/2024

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2026)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (3/21/2026)

AMERITAS WEALTH PLATFORM (3/21/2026)

GALAXY WRAP FEE BROCHURE (3/21/2026)

GALAXY II WRAP FEE BROCHURE (3/21/2026)

CONSTELLATION WRAP FEE PROGRAM (3/21/2026)

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	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Bryan M. Shank

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Michael Shank's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/31/2019

Series 63

Date: 6/16/2018

SIE

Date: 10/1/2018

Series 7

Date: 6/7/2018

Series 10

Date: 1/7/2025

Series 9

Date: 10/22/2024

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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