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Liam Patrick Ryan Rogers

AMERITAS ADVISORY SERVICES
Perrysburg, OH
·CRD# 7129670·6 years experience

Professional Summary

Liam Patrick Ryan Rogers is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Perrysburg, Ohio and AMERITAS INVESTMENT COMPANY, LLC located in Perrysburg, Ohio. Liam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Liam has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

6 years in the financial services industry

Current & Past Employments

AMERITAS ADVISORY SERVICES, LLC·CRD# 317245
RIA
1070 Commerce Dr Bldg 3, Perrysburg, OH 43551
September 3, 2025 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
1070 Commerce Dr Bldg 3, Perrysburg, OH 43551-5259
February 20, 2021 - Present

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Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

Contact Information

Main Address

5900 O Street, Lincoln, NE 68510

Phone Number

(800) 335-9858

# of Employees

797

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

45,299

AUM (Assets Under Management)

$13,746,443,625

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025Cover PageReport
07/23/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

DeVerna & Co Financial; same as branch; inv rel; life insurance, fixed index annuities; Agent; start date=01/2022; hrs/mo=15; trading hrs/mo=15; prospecting and fact finding for clients on fixed insurance sales

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(1/17/2024)
RR
Indiana
(1/17/2024)
RR
Michigan
(12/22/2021)
RR
New York
(1/17/2024)
RR
North Carolina
(4/23/2024)
RR
Ohio
(2/22/2021)
IAR
Ohio
(9/8/2025)
RR
Pennsylvania
(5/29/2025)
RR
Texas
(1/17/2024)
IAR
Texas
(9/3/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2021About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Feb 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2019About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Liam Patrick Ryan Rogers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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