Olivia M. Lupfer

AMERITAS ADVISORY SERVICES

O'FALLON, MO

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CRD#: 6979559

Professional summary

Olivia M Lupfer, who also goes by Olivia M Wheeler, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in O'fallon, Missouri and AMERITAS INVESTMENT COMPANY, LLC located in Exeter, California.

Olivia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Olivia has worked at 8 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Olivia M Wheeler

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 Olivia M Lupfer'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

July 14, 2026 - Present

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

O'FALLON, MO

Current

July 14, 2026 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 160 S E St, Exeter, CA 93221

CRD#: 14869

EXETER, CA

Past

May 8, 2026 - July 15, 2026

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

O'Fallon, MO

Past

April 12, 2024 - May 8, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

MINNEAPOLIS, MN

Past

April 12, 2024 - June 23, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

Past

August 3, 2020 - March 20, 2024

MOLONEY SECURITIES ASSET MANAGEMENT LLC

RIA

CRD#: 282448

Manchester, MO

Past

August 3, 2020 - March 20, 2024

MOLONEY SECURITIES CO., INC.

CRD#: 38535

MANCHESTER, MO

Past

April 4, 2019 - July 30, 2020

FIRST HEARTLAND CONSULTANTS, INC.

RIA

CRD#: 110377

LAKE ST LOUIS, MO

Past

November 14, 2018 - July 30, 2020

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

LAKE ST. LOUIS, MO

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

California
(7/14/2026)

IAR

California
(7/14/2026)

Missouri
(7/14/2026)

IAR

Missouri
(7/14/2026)

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: 2/8/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/14/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/19/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

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

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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

Olivia M. Lupfer

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olivia M Lupfer's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

THRIVENT ADVISOR NETWORK, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

MOLONEY SECURITIES ASSET MANAGEMENT LLC

MOLONEY SECURITIES CO., INC.

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND CAPITAL, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/8/2019

Series 7TO

Date: 11/14/2018

SIE

Date: 10/19/2018

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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